This function automatically reviews all current pending orders. Orders found to be valid are approved for processing. A pending report will be generated, displaying the transactions that remain pending after the review has been completed. This automatic pending review can be run in batch mode or immediately or included in the end of day to cater for changes in customer and title applicability, etc. This review process covers both sales orders pending and claims pending.
This option can be run at various stages depending on the company’s procedures and requirements. It is essential to run this option if the pending system control files has been changed. Changes that will have an effect would be for example if a new department is added, a new user is added or deleted in a department or the parameters for a specific reason code has changed. Also if Accounts Receivable has processed any payments or claims or changed credit limits, the pending orders may now meet the criteria for release.
The manual pending review process is used for those orders not covered by the automatic pending process (for example overridden prices and discounts).
| Note | For changes to the pending rules to take effect, the background processor must be terminated and restarted. |
- In the menu, expand Base Modules > Distribution > Order Processing & Billing > Pending > General and double-click Automatic Pending Review.
- Click OK and select to run in batch mode or immediately.
The pending transactions will be automatically reviewed and approved if valid and the pending transactions report will be generated.
