Sales Order Line Bulk Update in Sage 500

By | May 27, 2022

In Sage 500, the new bulk update feature for sales order entry gives users the ability to update all open order lines with entries made in the order header controls.  If the user decides to change the value in the  ‘Ship To’ header lookup control, or ‘Ship Via’ header dropdown control, or ‘Delivery’ header dropdown control then a message box will prompt the user to update all open order lines with the new value.  The bulk update feature for each individual control will function as follows:

New Stuff: Post Account receivables batches in Sage 500

‘Ship To’ Address lookup control –  Update the sales order header ship-to address information and its defaults which includes FOB, ship via, and sales tax to all the order lines that are open.  Other address defaults such as warehouse, sales commission, and the unit price will not be included in the update.

‘Ship Via’ dropdown control – Update the sales order header ship via information to all the order lines that are open.

‘Delivery’ dropdown control – Update the sales order header delivery method to all the order lines that are open.  Changing the delivery method will also affect other line entries such as ship via, FOB, freight amount, preferred vendor, and sales tax.  In some cases, the system will prompt an error message to the user to indicate that not all lines were updated.  Refer to the screenshots shown below for the different types of error messages.

Sales order and quote

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