Viewing the Status of Sales Orders
With advanced shipping, your shipping and accounting departments use separate processes for fulfilling and billing sales orders. You can fulfill all or part of sales orders separately from invoices. Your sales orders have statuses that reflect where the orders are in the fulfilling and billing process. Statuses are set by the system and cannot be changed manually.
To enable the Advanced Shipping feature, an administrator can go to Setup > Company > Enable Features (Administrator). On the Transactions subtab, check Advanced Shipping, and then click Save.
To view the status of a sales order:
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Go to Opportunities > Transactions > Sales Orders.
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The status of each sales order shows in the Status column.
The status of a sales order could be as described below.
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With the Advanced Shipping Feature OFF:
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Closed – The sales order is closed and will not be fulfilled or billed.
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Pending Approval – The sales order has not been approved.
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Pending Fulfillment – The order is pending creation of an invoice or cash sale, including partially billed shipping orders.
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Partially Fulfilled – The order is partially shipped.
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Fulfilled – The order is completely shipped and billed
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Canceled – The sales order has been canceled. Canceled is a terminal status and cannot be undone. You must copy or recreate the sales order if it is needed again.
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With the Advanced Shipping Feature ON:
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Closed – The sales order is closed and will not be fulfilled or billed.
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Pending Approval – The sales order has not been approved.
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Pending Fulfillment – The sales order is approved and pending shipment of items ordered.
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Partially Fulfilled – The sales order is partially shipped, regardless of billing status.
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Pending Billing – The sales order is pending the creation of an invoice or cash sale, including partially billed sales orders.
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Pending Billing/Partially Fulfilled – The sales order is approved and partially fulfilled. Billing occurs when an invoice or sales order is created.
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Billed – The sales order is completely shipped and an invoice has been created.
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Canceled – The sales order has been canceled by clicking Cancel Order. Canceled is a terminal status and cannot be undone. You must copy or recreate the sales order if it is needed again.
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On the sales orders page, click View next to a sales order to view it. You can click Edit next to a sales order to make changes to the order.
To see what has already been fulfilled and invoiced for a sales order, go to a sales order and click the Items subtab. The Fulfilled and Invoiced columns show the quantity fulfilled and invoiced for each line item.
Related Topics
- Sales Orders
- Sales Order Entry Workflow Chart
- Creating Sales Orders
- The Standard Sales Order Form
- Approving Sales Orders
- Closing a Sales Order
- Reopening a Closed Sales Order
- Invoicing Sales Orders
- Viewing the Status of Sales Orders
- Printing a Sales Order
- Creating Invoices or Cash Sales from Sales Orders
- Creating Progress Sales Orders