Sales Order "Closed Status"

Business Applications Sales
1

How does a sales order get into closed status?

2

Great question! This happens when a sales order subtype bypasses invoicing. To bypass invoicing, navigate to the Sales Setup application. From there, click on the Sales Config application. Create a subtype with order type of order and check bypass invoicing as true. There are 2 scenarios:

  1. In your Sales Config, you do NOT bypass shipments.
    a. In this case, you would ship your sales order as normal. Upon ship confirmation, the Sales Order will automatically be moved to closed.
    b. For non-stock lines, those will need to be included on the shipment.
  2. In your Sales Config, bypass shipments is true.
    a. In this case, you would go through the picking process. Once picking is complete, the Sales Order will automatically be moved to Picked. You can manually transition the line to Ready to Close. Then, there is a form action on the Sales Order header that closes all lines at Ready to Close.
    b. For non-stock lines, you can manually transition them to Ready to Close at an Open state and do not need to pick them.
    In both instances
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