SalesOrder
Updated
A sales order is the customer's commitment. It does not recognise debt, revenue, tax, or stock reservation.
| Kind | Document |
| Module | Sales |
| Menu | Sales → Documents → Sales orders |
| Lines | Table part SalesOrderLines |
| State change | Command |
| Movements | Posting script — none on the order; ReservedStock is written by SalesRealization |
Fields#
| Field | Caption | Points at |
|---|---|---|
Customer |
Customer | Customer |
Outlet |
Outlet | CustomerOutlet |
Contract |
Contract | SalesContract |
Agent |
Agent | SalesPerson |
Contact |
Contact | CustomerContact |
DeliveryDate |
Delivery date | date |
DeliveryTerm |
Delivery term | DeliveryTerm |
PaymentTerm |
Payment term | PaymentTerm |
Location |
Ship-from location | StoreCell |
Route |
Route | DeliveryRoute |
DiscountPercent |
Discount, % | decimal |
RejectReason |
Reject reason | string |
OverdueReleasedAmount |
Released overdue debt | decimal |
Notes |
Notes | string |
SourceQuotation |
Source quotation | SalesQuotation |
Visit |
Visit | AgentVisit |
ID |
Number | number sequence |
Table parts#
Commands and states#
The stored value Confirmed is captioned Approved.
| State | Command | What happens |
|---|---|---|
| Draft | Submit order | Submitted, unless Confirm order on submit is on. Nothing is reserved. |
| Submitted | Approve order | Approved, and a SalesRealization is created in Reserved. A second press does not create another invoice. It is found by Source order. |
| Submitted | Reject order | Back to Draft when Reject reason is filled. |
| Draft or Submitted | Release overdue block | Stores the customer's overdue debt on the order date in Released overdue debt. The state does not change. |
| Submitted or Approved | Cancel order | Cancelled. The linked realization is cancelled only while it is not Released. Draft pick tasks of the order are removed. |
| Approved | — | Delivered when the invoice reaches Released. |
With Block orders with overdue debt on in SalesSettings, approving refuses an order whose customer has overdue debt on the order date above Released overdue debt. Who may press Release overdue block is the command's Execute right in the role.
Registers#
This document moves none. SalesOrderReserveTx on Approved is empty on purpose. ReservedStock is written by SalesRealization.
Used by#
Where next#
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