Accounts Receivable - Master Orders
A Master Order is an Order that is sometimes refered to as a tie-off. That is the order is not going to ship completely on one load. Master Orders are typically large orders that the customer will draw from over a season or that will ship to mulitple locations for your customer.
Master Orders are entered very similar to Sales Orders with essentially the same information. The differences are listed below.
- Master Orders
- Master Orders are accessible from the menu Accounts Receivable > Activities > Enter Master Order
- Order No
- Master Orders have numbers that are independent of your Sales Orders and are usually smaller because there are fewer of them. This number is also used when the Master Order is later released.
- Expected Date
- Master Orders do not ship so there is no ship date. Master Orders are released and each release becomes an independent Sales Order that is linked to the Master. The Expected Date acts as the ship date for reporting purposes such as on the Open Order reports and some availabilities.
- Close Date
- Master Orders do not post so there must be a method to remove the Master Order from the Open Order lists and no longer show the items as committed. The Close Date does this. A closed Master Order is no longer considered active and its items no longer show as committed. For these reasons a closed Master Order cannot be edited.
The Close Date is not an intelligent date, meaning that you cannot enter a future date in this field and expect your Master Order to remain open until that date. The presence of ANY date in the Close Date field will render you Master Order as closed.
- Cancel Date
- This is a field that is not actively used by GrowPoint. It is a useful reminder for you to close the Master Order and free up your inventory.
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