The Order Processing screen in the Sales app (the page itself is titled Bulk Processing, and the Sales navigation entry may carry either label) advances many orders at once: it lists the orders in your scope that still have quantity pending invoicing, lets you select whole orders or individual lines, and turns the selection into draft invoices — drawing available stock as it goes and leaving anything it could not draw pending on the order. It needs no prior allocation, so it is the fastest route from confirmed orders to invoices for a branch and a day.
Prerequisites
- View access to the Order Processing page and the Bulk Order server action on Order (granted to the Sales Manager, Standard User and System Admin profiles by default), plus update permission on Order.
- A field-sales resource linked to your user: the screen pre-fills Partner Account, Branch and Sales Executive from it. Without one you choose them by hand.
- Orders with pending invoice quantity for the partner account, branch and document-date range you filter on. Pending invoice quantity is quantity minus cancelled minus already invoiced, per line.
Procedure
Step 1 — Set the scope
The list loads as soon as the four mandatory filters are set — there is no search button. Partner Account (the selling company, in the header bar), Branch, From Date and To Date (both default to today) scope the query to orders whose document date falls in the range; Sales Executive, Route and Account narrow it further. Route offers only the routes of the chosen executive, and Account offers only the accounts on that route's stops, so changing an upstream filter clears the ones below it. Up to 500 orders are shown, newest first, and the header Search box filters them by document number, partner, branch, account or status. The screen title shows how many items match and when the list was last refreshed; Refresh reloads it.
Step 2 — Choose the processing scope
Work in one of two tabs. Orders processes whole orders: ticking an order selects every pending line at its full pending quantity. Order Lines lists the pending lines with Available Stock, Quantity, Pending Invoice Quantity and an editable Requested Quantity; ticking a line seeds the requested quantity from the pending quantity, and typing a quantity ticks the line. A requested quantity below the pending amount invoices just that much and leaves the rest pending. Lines from several orders can be selected together — each order is still processed with only its own lines.
The requested quantity is validated on screen: it must be greater than zero, must not exceed the pending quantity, and for stock-tracked items must not exceed the available stock at the selected branch and partner account. Offending rows are listed in a Please review the information below dialog when you press Process.
Step 3 — Pick the stock-draw options
Choose the lot draw order — FIFO (first in, first out, the default) or LIFO — used for lot-tracked items; lots are ordered by their creation time and lots on hold are never drawn. Exclude Stock Out does two things. If any selected line currently fails the on-screen validation, pressing it unticks exactly those lines (a message reports how many were excluded) and leaves the valid selection ready. Whether or not lines were unticked, it also switches the server-side option on, so an order from which nothing at all can be drawn is skipped instead of failing. The button shows the number of failing lines while there are any.
Step 4 — Process
Press Process (it shows the selection count). The page is blocked with a Processing... overlay while the server works through the selection, one order per transaction, so keep the page open. For each order, lot-tracked lines draw from item lots in the chosen order, other stock-tracked lines draw from stock on hand, and lines with no item or a non-stock item (services, charges) are invoiced as-is. Stock is matched on the order's own branch and partner account and, where the line specifies them, its SKU, lot type and storage location; stock consumed by an earlier line in the same run is not available to a later one. A line that spans several lots becomes several invoice lines with the discount pro-rated.
Step 5 — Review the result
On success a Processing Completed dialog states how many orders were processed; on a mixed result a warning lists each rejected order with its reason and how many were accepted. Processed orders leave the Orders list, and processed lines leave the Order Lines list; rejected orders stay so you can correct and retry them. Each processed order has become a new Invoice in Draft status linked to the order, carrying the order's account, executive, price list and discount group. Nothing is posted: open the invoices (Sales → Invoices) to review, post and print them as described in Invoicing and payments.
Expected result
Every selected order with at least one line that could draw stock has a draft invoice for the quantities drawn. A line that was only partly available is invoiced for the available quantity and keeps the remainder as pending invoice quantity on the order, so a later run picks it up after replenishment. The server records a per-line shortfall (no stock available, or partially fulfilled with the achieved quantity) for each such order, but the current screen only shows the success or failure count — read the resulting invoices against the orders to see what was short. With Exclude Stock Out on, an order from which nothing could be drawn produces no invoice but is still counted as processed and disappears from the list until the list is refreshed.
Common problems
An order that fails with "No stock available to allocate for item …" had no line with available stock: enable Exclude Stock Out to skip such orders, or fix the stock (right branch, right partner account, unheld lots for lot-tracked items). An order missing from the screen either has no pending invoice quantity left or falls outside your filters — check the date range first, since both dates default to today. An invoice smaller than expected is a partial-stock case; the remainder is still pending on the order. An Account list that seems incomplete is scoped to the first 60 accounts of the selected route's stops.
Common questions
Does bulk processing allocate stock or invoice it?
It invoices. The screen creates draft invoices across the selection, drawing stock at invoice time without requiring prior allocation. Orders you want reserved ahead of invoicing should go through allocation instead.
Are the invoices posted?
No. They are created in Draft with the current date as document date and are not posted to inventory or the general ledger; posting, e-invoicing and printing happen on each invoice afterwards.
What exactly does Exclude Stock Out change?
On the Order Lines tab, pressing it while selected rows fail validation first unticks exactly those rows. In both tabs it then turns on the server option under which an order with no drawable stock at all is skipped and reported as successful instead of failing. Partial availability is unaffected: the available quantity is invoiced and the rest stays pending.
Can one order be processed twice?
Each run consumes pending invoice quantity, so a fully invoiced order has nothing left and drops out of the query. A partly invoiced order reappears with its remaining pending quantity until it is completed or cancelled.