This function is similar to the Update Item Status above it, except that it normally operates on all the items in the order. The command has two major functions: 1) to update empty order status field values or 2) reverse the status information that was entered with Processing> Enter/Reconcile Vendor Final Invoices.

Update Values

When you click on this button, a pop-up form will appear that allows you to enter a value in any of the shipping status fields. That value will be used to update the associated field in all of the order's items, unless the field already has a value entered. 

Note: Items within an order that are hidden by a query will not be included. In that case, the list on the right will only show items from the order that meet the query.

Note that if you enter a "Shipped on" or "Deliv'd on/as of" date, the associated quantity will automatically default to the expected quantity. If you need to enter a different quantity for a specific item, be sure to do that before using this function to update either of these date fields. If you later find that an exception occurred, you can use Update Item Status to change the shipping entries manually.

Exceptions:

• For the vendor acknowledgment ("Vendor Ack"), the "Will Ship"  and the "Est. Delivery" fields, you can override all previous entries on the order by using the "Update previous" option just below each. For the "Vendor Ack" field, this means that you can record a temporary acknowledgment (e.g., a verbal one from a vendor representative) until a formal number or ID is given to you.
• The "Delayed" options have specific limits: You cannot use "Set as delayed" if you are also setting a "Shipped on" or "Deliv'd on/as of" date, since these are considered to be the end of the delay condition. If you enter one of these types of dates, the "Delayed" control will default to "Clear delayed" setting, although you can still set it back to "No change."
• When the command appears, all items on the list have a check in the "Include" column. You can uncheck items you do not wish to update. You can also use "Exclude All" to remove all the checks and then select a subset to include. Only items with a check will be updated (if they are eligible under the other rules).

Reverse Milestone

The "Reset all vendor invoice entries and amounts for this order" option is independent of the status options above it. This clears all vendor invoice entries from the currently highlighted order and adjusts the associated "Deposit Applied" amount as needed. This can be useful if an incorrect vendor invoice was applied to an order or the order needed further revisions prior to applying an invoice.

Note: This clears all vendor invoice entries for the whole order or for a single invoice if more than one was applied. If multiple invoices were applied to the order, you can select the invoice you want to reset from the sub-options that will update to show the choices. For this to work, an order item that was processed on the desired invoice must be highlighted before you select Update Order Status.

You cannot use this option if any Balance Check Requests have been issued against the order's items. Since the balance check amounts depend on the vendor invoice entries, clearing those entries requires that you first void any associated balance requests (on the Check Requests screen). After entering new vendor invoice information, you can issue a new balance request as needed. Note: Deposit check requests do not affect this command and do not need to be voided.

For more about reversing status milestones, see Reversing Status Milestones.