Sales Order Workflows and Statuses
- Julie Hanlon
A sales order has 3 statuses at the header level. These are
Status | About | Display | SQL Enumeration in SO_Main |
|---|---|---|---|
Unprocessed | Stock has been reduced (depending on the Order Type), however the sales order is still editable and nothing has posted to the debtors or general ledger. | No display in header | 0 |
Processed | The sales order snapshot is closed, however there may be backorders to be delivered on future snapshots. Depending on the Billing Type, the debtors and general ledgers may be updated. | 
| 1 |
Closed | The sales order is completed, all stock has been delivered, debtors and general ledgers are updated. | 
| 2 |
The status displayed on the header always reflects the status of the last snapshot. So even though D01 and D02 are processed, if D03 is not processed then there will be no display in the header, even when changing the display to a previous snapshot.
A sales order snapshot may have its own sub level statuses. These are also known as history statuses. The snapshot/history status is displayed by System Setting > Invoicing > ShowHistoryStatus. If you don’t see the history status then it is always set to the default, the first, Entering. These statuses are generally used by third party systems for integration. E.g. see our recommended https://jiwa.atlassian.net/wiki/x/eYAFBw where the barcode scanners set the status of the order to Picked when the operator has completed picking the order.
The status of the snapshot is displayed next to the Snapshot row. Use the adjacent arrows to move between statuses.
The available sales order snapshot/history statuses are:
Snapshot status | SQL Enumeration in SO_History |
|---|---|
Entering | 0 |
Entered | 1 |
Readying for Pick | 2 |
Picking | 3 |
Picked | 4 |
Delivery | 5 |
Delivered | 6 |
Invoicing | 7 |
Invoiced | 8 |
These statuses are not configurable except by custom plugin.
It’s possible for the snapshot to move through each one of these statuses regardless of the overall status of the order.
On the snapshot row, each status must be moved through sequentially. However it’s possible to jump / skip statuses if you have a plugin installed that moves the status selection from the sales order header to the menu ribbon. See this page for the relevant plugin: https://jiwa.atlassian.net/wiki/x/CQDEAQ