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How to Completely Close a Sales Order

Nov 15, 2016 at 08:21 PM

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Former Member

I've created a sales order.

I've created a project and it's linked with my sales order. I've released both the order and started the project.

My line items are service (project-based) and do not require delivery.

I've invoiced the project using the sales order.

I've released the invoice, and approved the invoice request. I've released the final invoice and sent it to the customer.

But when I look up the sales order, it still shows a status of "in process".

How do I make it so that this sales order is completely closed?

Bonus question: Can I still add expenses to the project for this sales order once I've completely closed it?

Help would be greatly appreciated!

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3 Answers

Adie Shi
Nov 18, 2016 at 07:39 AM
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Hello Mason,

Have you tried to change the status of the project to completed? For sales order, once all the lines are delivery finished and invoice finished, the order then will be completed.

Rgs,

Adie

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Former Member

Hello Chantal and Adie,

I also got the same issue that the status of Project Sales Order doesn't changed to Completed once it has been invoiced.

And from Adie's suggestions, I already tried to complete/closed the project but the status of SO still shows as "In Process".



Anyway, I've noticed that delivery status is finished but invoice status is still In Process even we've issued invoices for all SO items : \

Kind Regards,

Mullika

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Former Member Nov 21, 2016 at 12:55 PM
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Dear Chantal,


I've found the way to set Complete status to sales order already.


Go to Customer Invoicing work center > Project Invoicing > Sales Orders subview.

Select Sales Order number > Click Change Status > Finish Invoicing then the status will be changed to Completed.



Best Regards,

Mullika


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Sahalya Begum
Jan 31, 2017 at 01:39 PM
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Dear Chantal,

In case of service (project-based) items type are based on actuals. It is not a fixed amount expected. The actuals could be equal or more than the planned amount in the Sales Order. Because of this reason, service (project-based) items type are not completed automatically. Once all the actuals are there, you can do the finish invoicing manually.

1. Go to Customer Invoicing work center > Project Invoicing > Sales Orders subview-> Select Sales Order number > Select the items -> Click Change Status > Finish Invoicing then the status will be changed to Finished. Once the Fulfilment and Invoice status is set to Finished.

2. Now go to the Project Management ->Select the Project -> Select the relevant project task which is linked to the sales order-> change the status to Complete and Close and Save, once this is done the SO will be set to Completed Status.

question: Can I still add expenses to the project for this sales order once I've completely closed it?

Since the relevant project or project task is closed and completed you will not be able to book the time and expense against the project task.

Incase project is released and the project task associated to SO is completed still you book the time and expense at the project level. however you will not be able to invoice those not invoice time and expense against the completed SO.

I hope the above information clarified the questions

Best regards,
Sahalya


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