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Order Recalculator

Maxime Lemaitre
  • Updated

Repricing Multiple Orders in Bulk After a Price Change

Product: FeneVision CORE     Module: Order Maintenance     Audience: Order Entry Users, Managers

Overview

The Order Recalculator lets you recalculate pricing, costing, required dates, surcharges, and BOM for one or more orders simultaneously from Order Maintenance. This is the go-to tool after a price list update or product option change, ensuring all open orders reflect current rates without having to open and save each order individually.

How It Works

Select the orders to recalculate in Order Maintenance, then right-click and choose Recalculate. The Order Recalculator screen opens listing all selected orders with progress bars and configurable preserve checkboxes. You choose per order what should be preserved (e.g. an overridden price that should not be reset) and what should be recalculated. Once configured, click Go to run the batch recalculation.

Step by Step

  • Step 1: Open Order Maintenance and select the orders to recalculate (use Ctrl+Click or Shift+Click to multi-select).
  • Step 2: Right-click any selected order and choose Recalculate.
  • Step 3: In the Order Recalculator screen, review each order's Warnings column:
  •     — Yellow sign: some line items cannot re-run options (click to see details).
  •     — Red X: order is locked by a user and will be skipped.
  •     — Red flag: one or more line items have exceptions (click to see details).
  • Step 4: For each order, check/uncheck the preserve boxes: Price, Cost, Req Date, Surcharge, BOM.
  • Step 5: Use the right-click menu to bulk-apply preserve settings across all orders (e.g. Preserve Price for all).
  • Step 6: Click Go at the bottom. Monitor the Progress bar and Status column for live feedback.
  • Step 7: After completion, review the Status column to confirm each order recalculated successfully.

⚠  Alternate wizard parts (Opening Designer, Bay Bow, etc.) are always repriced and recosted. A warning message appears before recalculation begins.

Tips

  • Schedule recalcs off-hours: Running large batch recalculations during low-activity periods avoids order locks from active users.
  • Preserve overrides intentionally: Always check Preserve Overridden Price for orders where a special price was negotiated—recalculation will reset it otherwise.
  • Filter first in Order Maintenance: Apply filters before selecting orders to ensure you are only recalculating the intended set (e.g. a specific customer or date range).