Hi!
Is there a way that after a Sales Order has been processed and invoiced that there is some way when just looking at them all you can tell which are still open and pending and which have been closed or fulfilled?
-MG
See this post: How to find Pending Deliverables on Sales Orders - #32 by lubos.
The Guide on sales orders has not been updated yet to match the new feature.
Status column on sales orders hasn’t been implemented yet. I don’t see clean way how to automate status on sales orders (unlike sales quotes or sales invoices). So it might be as simple as a checkbox where you can simply set the status manually.
we may have
Cancelled which will be edited manually
Completed once all sales order invoiced
in progress Sales order partially invoices ( you may show % progress )
on hold which could be edited manually
Delivery completed To invoice
Invoiced To deliver
Sales Order Status will change based on Delivery, Sales Invoice and Debit Note any change on this should will result in change of Sales order status
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Could it not be dependent on if all items have been delivered and/or all amounts have been invoiced?
@Abeiku what does those two other accounting programs do with regards to sales orders. This is might give the right direction for how to automate closing sales orders. I believe it should be either delivery or amounts invoiced that should be the factor?
It could but what if you invoice less than sales order amount (e.g. giving discount on invoice for some reason)
Or what if you do part invoices and need to invoice more than sales order amount. After a few part invoices, the order could be marked as complete even though there is still one or two more invoices left to issue.
On the other hand, I think it is acceptable to update sales order and reduce or add new amount if anything changes so the order can be marked as complete automatically based on sales order definition.
that’s why I think we should look at the two programs that Abeiku was using to demo the status of sales and orders. They probably have already resolved this question. So why re-invent the wheel.
Pretty sure that was just a mockup in a spreadsheet program to imagine how it could work. Not a real accounting software.
My bad. I am muddling it up with another post. This is the programs somebody was talking about, but for a completely unrelated issue.