Sales Order Types

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Sales Order Types Prepare Complete Reactivate Close Posting
All Order Types * BOM Explosion when configured (Verified non-stocked BOM products)
* Calculates order volume and weight
* Calculate tax totals and fill order tax
* Creates order payment schedule when configured
* Set definitive document number and date when configured
* Creates POS Payments (when payment type Mixed POS Payment)
* Creates counter documents (when configured)
* Clear postings * Release stock reserved
* Calculates and set QtyLostSales
* Creates SO commitment accounting when the accounting schema is configured to do it
Quotation * Reserves inventory
Proposal
Standard Order * Reserves inventory
Warehouse Order * Reserves inventory * Creates shipment * Reverse (if completed) or void (if draft) shipment(s) containing lines associated with the order - doesn’t reverse shipments if closed
* Reverse (if completed) or void (if draft) invoice(s) containing lines associated with the order - doesn’t reverse invoice if closed. The payments and allocations of the invoice are reversed too.
Prepay Order * Reserves inventory * Set status in Waiting Payment
* Creates shipment (when a payment against the order is completed)
* Creates invoice (when a payment against the order is completed)
POS Order, On Credit Order * Reserves inventory * Creates shipment
* Creates invoice
* Completing the invoice creates a payment if the Payment Rule is Cash
* Reverse (if completed) or void (if draft) shipment(s) containing lines associated with the order - doesn’t reverse shipments if closed
* Reverse (if completed) or void (if draft) invoice(s) containing lines associated with the order - doesn’t reverse invoice if closed. The payments and allocations of the invoice are reversed too.