The status indicators allow users to get an overall picture of where orders are in the sales and purchase cycles. The color and fill of these indicators give the information needed without having to diving into each individual order. The status indicators are located in the list view of Sales Orders and Purchase Orders and consist of two columns: One for shipment and one for payment.
Indicator Meanings
Not Shipped, Not Late
Partially Shipped, Not Late
Shipped on Time
Not Shipped, Late
Partially Shipped, Late
Not Invoiced
Partially Invoiced
Fully Invoiced
Please note: The visual order icons do not indicate paid status, only invoiced status
Purchase Orders A Purchase Order is a document presented to a vendor for the purchase or goods or services. The system uses purchase orders to track received and invoiced items. The receipt of shipped goods is recorded in the system by creating a ...
When you would like to only invoice your customers for part of a sales order and not the entire order, here are the steps to take. 1. Create a sales order that has a line item for all items to be purchased. This is our "template" that will be used ...
There may be times when you will ship less than what was ordered and you will need to manually close the Sales Order. You may close an undershipped sales order by click the status and choosing close. Closing an Undershipped Sales Order
There is a known issue with the Purchase Order status. It will show backordered until the Bill has been paid. Engineers are aware of the issue and this will be fixed during a future release. [ACS-3106]
Document Status Descriptions Many documents in AccountingSuite™ have statuses to indicate the point where it is in the workflow. Below are status descriptions broken out by document type. Sales Quotes Draft : Sales Quote has not been completed. Open ...