Sales Orders

Sales Orders is the TIPP list of Exact Globe sales orders for one division. It shows each order with its customer (debtor), dates, currency, status, total and number of lines, and lets you open an order, start a new one or create one from a PDF. Creating and changing orders needs a TIPP PRO licence; the list itself is TIPP CORE style read access and stays visible without it. Sales administration and customer service staff use it to find orders and see how far each one has progressed.

Before you start

• The division must be an Exact Globe division. The Division filter only lists active Exact Globe divisions. If a non-Globe division is selected you see “This page only supports Exact Globe back-offices (CompanyType = 6). Select an Exact Globe division in the Division filter to continue.” and no list.
• TIPP must be connected to the Exact Globe back-office database for the division (Modules, TIPP, Setup, Connections, Backoffice Connection) and the TIPP licence must be valid (Modules, TIPP, Setup, General, License).
• Without a TIPP PRO licence the page works in read only mode: you see the data and a PRO warning, and every field and button is disabled except Close. The warning reads: “Failed: No TIPP PRO licence available; please reach out to TICE-IT. TIPP Transactions requires a TIPP PRO licence to process transactions (the current licence is ‘…’). Install the TIPP PRO licence file on the Synergy License Management page (Modules > TIPP > Setup > License).” The text in quotes shows your current licence type.
• Your user must pass TIPP page security for this page, otherwise access is denied.

How to find a sales order

1. Open Sales Orders and choose the Division if you have more than one.
2. In Status, tick the statuses you want to see. By default Open, Authorized, Confirmed, Fulfilled and Invoiced are ticked; Completed is not.
3. To search by customer, type part of the debtor code in Debtor. To search by order, type part of the order number in Order #. Both are “contains” searches: typing 123 finds every code or number that contains 123.
4. Click Refresh (or leave the field, which refreshes the list). The list shows matching orders, newest order number first.
5. Click a column heading to sort by it; click again to reverse the order.
6. Click the order number in the Order # column to open the order.

How to open an existing order

1. Find the order in the list.
2. Click its order number. The Sales Order page for that order and division opens.

How to create a new sales order

1. Select the right division in Division.
2. Click New Sales Order. The Sales Order page opens in new order mode for that division.
3. Enter the order there and save it on that page.

How to create a sales order from a PDF

1. Select the right division.
2. Click Create Sales Order from PDF. A pop-up window opens.
3. Follow the steps in the pop-up. When it returns the number of the new order, the Sales Orders page automatically opens that order.

Screen guide

Filters

• Division: the Exact Globe division to list. Required. Your choice is remembered next time.
• Status: tick boxes Open, Authorized, Confirmed, Fulfilled, Invoiced, Completed. Only orders whose status is ticked are listed. First time default: all except Completed. If you untick everything, the page shows the five non-completed statuses instead of an empty list. Your selection is remembered.
• Debtor: part of the customer code. Remembered.
• Order #: part of the order number. This filter is not remembered between visits, so it starts empty each time you open the page. Division, Status and Debtor are remembered.

Buttons

• Refresh: reloads the list with the current filters.
• New Sales Order: opens a blank order for the selected division. Disabled without TIPP PRO.
• Create Sales Order from PDF: opens the PDF pop-up. Disabled without TIPP PRO.
• Close: leaves the page. Still works without TIPP PRO.
• Header buttons: add to favorites, export to Excel, printable view.

Columns

• Order #: the sales order number; click to open the order.
• Debtor: customer code.
• Debtor name: customer name.
• Order date: date of the order.
• Delivery: the delivery date of the order.
• Your ref: the order’s reference number.
• Curr: the order currency.
• Status: coloured label with the meanings listed under Status meanings.
• Total: the sum of the order line amounts (goods and text lines).
• Lines: the number of lines on the order.

All columns can be sorted. The default is Order # descending. The list only contains sales orders, not purchase orders or quotes.

Status meanings (checked in this order, the first that applies wins)

• Completed: the order is marked as handled in Exact Globe.
• Invoiced: every line is invoiced.
• Fulfilled: every line is delivered in full.
• Confirmed: the order is authorized and its order confirmation has been printed in Exact Globe, so it is ready for fulfilment.
• Authorized: the order is authorized but the confirmation has not been printed yet.
• Open: none of the other statuses applies, usually because the order is not yet authorized.

Messages and what to do

• “No sales orders found for the selected filters.” Nothing matches. Tick more statuses (for example Completed), clear Debtor or Order #, or check the Division.
• “This page only supports Exact Globe back-offices (CompanyType = 6). Select an Exact Globe division in the Division filter to continue.” Choose an Exact Globe division.
• “Could not connect to the Exact Globe back-office for this division. Check the SQL credentials and the division configuration on the Backoffice Connection page [Modules, TIPP, Setup, Backoffice Connection], and that your TIPP licence is valid [Modules, TIPP, Setup, License]. Detail:” followed by a technical detail. Fix the connection settings or licence as stated. The filters and list are hidden.
• “Failed: No TIPP PRO licence available; please reach out to TICE-IT. …” The page is read only. Install a TIPP PRO licence file under Modules, TIPP, Setup, General, License.

What you cannot do here

• You cannot edit an order in the list. Open the order to work on it.
• You cannot authorize or print the order confirmation here. The Confirmed status depends on the confirmation being printed in Exact Globe.
• You cannot see orders of non-Globe divisions.
• Without TIPP PRO you can only view and close.

Related pages

• Sales Order: the detail page opened by clicking an order number or New Sales Order.
• Create Sales Order from PDF: the pop-up opened by the PDF button.
• Backoffice Connection (Modules, TIPP, Setup, Connections) and License (Modules, TIPP, Setup, General): needed for the connection and PRO licence.

Common questions

What is the Sales Orders page for?

It lists Exact Globe sales orders per division with status, totals and line counts, so you can find an order and open it or start a new one.

Why do I not see completed orders?

The Status filter does not tick Completed by default. Tick Completed under Status and click Refresh.

How do I find all orders of one customer?

Type the customer code, or part of it, in Debtor and click Refresh. It matches any code containing your text.

How do I open an order?

Click its number in the Order # column.

How do I create a new order?

Select the division, click New Sales Order and complete the order on the Sales Order page. This needs TIPP PRO.

Can I create an order from a PDF?

Yes. Click Create Sales Order from PDF, follow the pop-up, and the new order opens when it is created. This needs TIPP PRO.

Why are the buttons greyed out and I see a PRO warning?

Your licence is not TIPP PRO. The page is read only and only Close works. Install the PRO licence file under Modules, TIPP, Setup, General, License or contact TICE-IT.

What does the status Confirmed mean?

The order is authorized and its order confirmation has been printed in Exact Globe. It is ready for fulfilment.

What is the difference between Fulfilled and Invoiced?

Fulfilled means all lines are delivered in full. Invoiced means all lines are invoiced. Invoiced takes priority if both apply.

Why is my division missing?

Only active Exact Globe divisions are listed. Other divisions are not available on this page.

Why does the list show no orders after I unticked all statuses?

It does not: with no status ticked the page falls back to Open, Authorized, Confirmed, Fulfilled and Invoiced.

Is my Order # search remembered the next time I open Sales Orders?

No. Order # starts empty each time you open the page. Your Division, Status and Debtor choices are remembered.