AutoCount Batch Transfer SO DO Plugin Features Explained
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AutoCount Batch Transfer SO/DO User Guide

Understanding Batch Transfer SO/DO Plugin

The AutoCount Batch Transfer SO/DO Plugin helps businesses transfer multiple Sales Orders and Delivery Orders in a single process. Users can configure transfer settings, perform full or partial transfers, generate Delivery Orders or Invoices in batches, and maintain consistent document status through centralized batch transfer controls.

AutoCount Batch Transfer SO / DO Plugin Video Guide

  • AutoCount Batch Transfer SO / DO Plugin (EN)

Batch Transfer SO / DO Plugin Setup

  • AutoCount Batch Transfer SO / DO Plugin (CN)

批量转移 SO / DO 插件设置

Why Use AutoCount Batch Transfer SO/DO Plugin?

Processing Sales Orders and Delivery Orders individually can become time-consuming when transaction volume increases.

The Batch Transfer SO/DO Plugin helps businesses:

Process Multiple Documents Faster

Reduce Repetitive Manual Work

Support Flexible Transfer Workflows

Improve Document Processing Accuracy

This is particularly important for businesses that process large numbers of Sales Orders, Delivery Orders and Invoices regularly

Key Features of AutoCount Batch Transfer SO/DO Plugin

Batch Sales Order Transfer

Transfer multiple Sales Orders through one centralized process

Batch Delivery Order Transfer

Generate Delivery Orders or Invoices from selected documents efficiently

Full & Partial Transfer

Support complete transfer or selected quantity transfer based on workflow needs

Transfer Configuration Settings

Configure transfer destination, method, type and document status

Who Should Use AutoCount Batch Transfer SO/DO Plugin?

Sales Administration Teams

Suitable for teams handling many Sales Orders every day

Order Processing Teams

Helps users manage multiple document transfers more efficiently

Warehouse & Delivery Teams

Useful when preparing Delivery Orders from customer Sales Orders

Wholesalers & Distributors

Ideal for businesses with high sales transaction volume

How AutoCount Batch Transfer SO/DO Plugin Works

A. Access Rights

The Batch Transfer SO/DO access rights control which batch-transfer functions and settings a user can open.

  1. Open Access Rights and expand SL Plug-In > Batch Transfer SO/DO.
  1. Assign Show Batch Transfer Sales Order to users who transfer Sales Orders.
  2. Assign Show Batch Transfer Delivery Order to users who transfer Delivery Orders.
  3. Assign Show Setting only to users who configure default transfer behavior.
  1. Save the access-right changes.

B. Configure Batch Transfer Settings

Setting defines the destination, transfer type, transfer method, and generated-document status used by the batch transfer windows.

  1. Open Batch Transfer SO/DO > Setting.
  1. Choose Transfer To: Sales Order to Delivery Order or Sales Order to Invoice.
  2. Choose Transfer Type: Full Transfer or Partial Transfer.
  3. Choose Transfer Method: One to One or Many To One.
  4. Choose Document Status: Draft or Approved.
  5. Click Save. The selected settings are used by the batch transfer functions.

C. Run a Full Sales Order Transfer

Batch Full Transfer Sales Order transfers complete selected Sales Orders. The generate button changes between Generate Delivery Order and Generate Invoice according to Transfer To.

  1. Open Batch Full Transfer Sales Order.
  1. Set filters such as Document No, Document Date, Debtor Code, and Sort By.
  2. Set Posting Date and Posting Doc No.
  3. Select any User Posting Detail values that apply, including Ship Via and Shipping Info.
  4. Click Inquiry to load eligible Sales Orders.
  1. Select the required rows using Check.
  2. Click Generate Delivery Order or Generate Invoice, according to the configured transfer destination.
  1. Review the generated document status, which follows the Draft or Approved setting.

D. Run a Partial Sales Order Transfer

Batch Partial Transfer Sales Order lets the user transfer selected quantities from Sales Order detail lines.

  1. Open Batch Partial Transfer Sales Order.
  2. Set Document No, Document Date, Debtor Code, Delivery Date, Item Code, and Sort By as required.
  3. Click Inquiry to load eligible Sales Order detail lines.
  1. Select the required lines using Check.
  2. Enter New Qty for each selected line and review Bal. Qty and Org. Qty.
  3. Click Generate Delivery Order or Generate Invoice, according to the configured transfer destination.
  1. Review the generated document and its status.

E. Run a Full Delivery Order Transfer

Batch Full Transfer Delivery Order transfers complete selected Delivery Orders to invoices.

  1. Open Batch Full Transfer Delivery Order
  1. Set Document No, Document Date, Debtor Code, and Sort By as required.
  2. Set Posting Date and Posting Doc No.
  3. Click Inquiry to load eligible Delivery Orders.
  1. Select the required rows using Check.
  2. Click Generate Invoice.
  1. Review the generated invoice and its Draft or Approved status.

F. Run a Partial Delivery Order Transfer

Batch Partial Transfer Delivery Order transfers selected quantities from Delivery Order detail lines to invoices.

  1. Open Batch Partial Transfer Delivery Order.
  1. Set the available filter values and Posting Date and Posting Doc No.
  2. Click Inquiry to load eligible Delivery Order detail lines.
  1. Select the required lines using Check.
  2. Enter New Qty and review Bal. Qty and Org. Qty before continuing.
  1. Click Generate Invoice
  1. Review the generated invoice and its status

Benefits of AutoCount Batch Transfer SO/DO Plugin

Faster Batch Processing

Process multiple documents without opening each transaction individually

Reduced Repetitive Work

Save time by reducing manual document transfer steps

Flexible Transfer Workflow

Support different transfer methods according to business requirements

Better Document Control

Maintain more consistent document generation and status handling

Conclusion

The AutoCount Batch Transfer SO/DO Plugin helps businesses process sales documents more efficiently by simplifying bulk document transfers. With flexible transfer options and better document control, businesses can improve productivity when handling high transaction volumes

Frequently Asked Questions

What does the Batch Transfer SO/DO Plugin do?

  • It transfers multiple Sales Orders and Delivery Orders in batches, allowing users to generate Delivery Orders or Invoices more efficiently.

  • Open Batch Transfer SO/DO > Setting, choose the transfer destination, transfer type, transfer method, and document status, then save the configuration.

  • Yes. Partial Transfer allows users to transfer selected quantities from Sales Order or Delivery Order detail lines by entering a new quantity before generating the document.

  • The plugin supports One to One and Many To One transfer methods, depending on the configured settings.

  • Yes. Depending on the configured transfer destination, users can generate Delivery Orders or Invoices from Sales Orders, and Invoices from Delivery Orders

  • Yes. Generated documents follow the configured Draft or Approved document status.

Streamline Your Batch Document Transfers Today!

Simplify document processing with the AutoCount Batch Transfer SO/DO Plugin. Configure flexible transfer settings, perform full or partial batch transfers, convert Sales Orders into Delivery Orders or Invoices, and maintain consistent document status through an efficient batch transfer workflow.

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