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SalesRealization

Updated

A sales realization created from an approved sales order. In Reserved it holds the stock promise. Debt, revenue, and tax wait until Released.

Kind Document
Module Sales
Menu Sales → Documents → Sales realizations
Lines Table part SalesInvoiceLines

Fields#

Field Caption Points at
Customer Customer Customer
Outlet Outlet CustomerOutlet
Contract Contract SalesContract
Contact Contact Contact
LegalEntity Selling legal entity LegalEntity
Location Ship-from location Location
PaymentTerm Payment term PaymentTerm
DeliveryTerm Delivery term DeliveryTerm
DueDate Due date date
KeepDueDate Keep due date boolean
DiscountPercent Discount, % decimal
TaxRateApplied Applied tax rate decimal
ExchangeRate Exchange rate decimal
SourceOrder Source order SalesOrder
Notes Notes string
ID Number number sequence

Table parts#

Commands and states#

The stored value Issued is captioned Released. Released is read-only. Paid remains only for old rows and is locked.

State Command What happens
Draft Issue realization Released, after contract, settlement, stock, picking-cell, and tax-rate checks. This is the direct realization.
Reserved Start picking Picking. The reservation continues.
Picking Mark packed Packing. The reservation continues.
Packing Mark shipped Shipped. The reservation continues.
Shipped Release realization Released. The reservation is removed. Stock, revenue, receivable, and tax are written.

Registers#

In Reserved, Picking, Packing, and Shipped this document writes ReservedStock. SalesOrder does not. On Released (Issued) the reservation is removed, Stock is written off, and Revenue records amount and quantity by item, customer, and contract (SalesRevenueTx).

Used by#

Where next#

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