Sales orders
The customer accepts the offer for 20 books but needs only 12 today. The order records all 20; the first delivery records 12. The remaining commitment stays visible until it is fulfilled or handled through the authorized workflow.
Create and submit the order
- From an eligible quotation choose Create order, or open Selling > Sales orders to prepare a new sales order.
- Review the source and customer, posting and delivery dates, lines, quantities, prices and income accounts.
- Save a draft for review or submit the order when authorized.
- Open the order and inspect its status and remaining quantities before creating downstream documents.
Deliver and bill from the order
A partially fulfilled order is not the same as a partially paid invoice. Payment settlement belongs to Receivables. A fully delivered order can still be waiting to bill.
- Choose Create delivery for an eligible submitted order. Enter only the quantity actually being delivered.
- Use Create invoice when the remaining billable quantity should be charged. Review the generated draft in Invoicing before submitting it.
- After each step, return to the order and check fulfillment and billing progress.
Pause an order
Use Hold with a reason when fulfillment and billing must pause. Use Resume once the issue is resolved and authorized. Do not create a parallel order to work around the hold.
Cancellation and reversal actions depend on existing downstream records. Retain the original order and resolve its linked documents through the available governed actions.