Realized
After opening the Financials module and creating a new payment order, we can check whether its status has been realized.
In this chapter, we will show you how to check whether the order has been processed.
 |
CASE SUMMARY
The person responsible wishes to confirm sent payment orders and change their status to "realized". You can read more about sent orders in the Sent payment orders chapter.
The person responsible is going to select the sent payment orders by following the next steps:
- Opening the Transactions window
- Confirming payment orders
- Realized payment orders
|
1. Opening the Transactions window
The person responsible wishes to realize payment orders in the "sent" tab.
For this purpose, they choose the Financials module from the main menu and open the Transactions submodule.
A window automatically opens on the In progress tab, but they move to the Sent tab.
2. Confirming payment orders
You can read about the process of moving payment orders from the In payment tab to the Sent tab in the Sent payment orders chapter.
They select all three payment orders and click on the Confirm payment order button.
A warning window appears with information about the moved payment orders.
They continue by clicking the Confirmation button.
3. Realized payment orders
By following these steps, payment orders are sent to the next tab - Realized.
Payment orders are now labelled as Realized.
 |
HINT
In the even that the person responsible has made a mistake, they can move the payment order to its previous state by clicking on the Return to shipped button in the toolbar.
|