Use Case For Creating a Progress Sales Order
Creating a progress sales order is similar to creating a new sales order. For a progress sales order, change the custom form to Standard Sales Order -Progress Billing. You do this through REST by setting the custom form value when sending your REST request.
Custom Form Name |
Custom Form ID |
---|---|
Standard Sales Order (default) |
68 |
Standard Sales Order -Progress Billing |
86 |
To complete the sales order, you need to add:
-
a value for the entity field that corresponds to the customer on the sales order
-
at least one item
You can also modify the following optional fields:
Field on the Sales Order |
Corresponding Field on the Custom Form |
Valid Values |
---|---|---|
date |
trandate |
YYYY-MM-DD |
status |
orderstatus |
A -Pending Approval B -Pending Fulfillment |
billing terms |
terms |
see the terms table in the database |
For more information, see Creating Progress Sales Orders.
Progress Sales Order
POST {{REST_SERVICES}}/record/v1/salesorder
{
"customform": 86, //For custom form "Standard Sales Order - Progress Billing"
"entity": {
"id": "110"
},
"trandate": "2020-07-30", //optional field
"orderstatus": "B", //optional field
"terms": 3, //optional field
"item": {
"items": [
{
"item": {
"id": 98
},
"quantity": 1
},
{
"item": {
"id": 98
},
"quantity": 2
},
{
"item": {
"id": 98
},
"quantity": 3
}
]
}
}
Related Topics
- Sales Order Use Cases
- Use Case For Creating Your Sales Order
- Use Case For Applying a Promotion to Your Sales Order
- Use Case For Retrieving Your Sales Order
- Use Case For Updating Your Sales Order
- Use Case For Approving Your Sales Order
- Use Case For Fulfilling Your Sales Order
- Use Case For Creating Invoices or Cash Sales from Your Sales Order
- Use Case For Deleting a Sales Order