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 D…

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 …

[image] dalacor: Could it not be dependent on if all items have been delivered and/or all amounts have been invoiced? 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 …

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.

[image] dalacor: that’s why I think we should look at the two programs that Abeiku was using to demo the status of sales and orders. 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. [image] Accounts Payable on Summary Page cancelling out equal debit/credit I have expressed several times, even here that I am happy with…

Closing a fulfilled Sales Order

dalacor May 19, 2021, 11:23pm 9

My bad. I am muddling it up with another post. This is the programs somebody was talking about, but for a completely unrelated issue.

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Closing a fulfilled Sales Order

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