Sales Order Statuses

The order status determines when and how the order is processed. You can specify whether the customer is picking up the order, you are shipping the order, or calling the customer when the order is ready. You can you can also indicate whether to ship or call when part of the order is available, when the entire order is complete, or on a selected date.

The system assigns the same status to each order generation based on the value entered in the Initial Status Override field in the Miscellaneous Customer Information window within Customer Maintenance, but you can change the status for individual generations on the Sales Order Entry Status tab. For more information, see How the System Determines the Order Status.

The following is a list of valid status codes for sales orders:

Code	Order Status	Indicates
A	Ship When Available	A shipping ticket prints automatically when any quantity of any item for the ship date generation is available. Inventory is committed immediately.
H	Ship When Complete	A shipping ticket prints automatically when all quantities of all items for the ship date generation are available. Inventory is committed immediately. Note: Tagged items must be received before a shipping ticket will print.
S	Ship When Specified	A shipping ticket prints on the specified date, if inventory is available. Inventory is committed immediately only if the ship date is within the restocking period. Note: Use the Ship When Specified Behavior control maintenance record to decide how and when you want the system to ship material on generations. New in Release 9.0.6.
M	Ship Item Complete	Ship only when all components of the line item are complete. This is useful for line items with multiple components or multiple quantities. Note: Tagged items must be received before a shipping ticket will print.
L	Call When Available	The order appears in the calling queue when any quantity of any item for the ship date generation is available. Inventory is committed immediately.
C	Call When Complete	The order appears in the calling queue when all quantities of all items for the ship date generation are available. Inventory is committed immediately.
W	Call When Specified	The order appears in the calling queue on the specified date, regardless of inventory availability. Inventory commitment is the same as Ship When Specified.
D	Direct Shipment	A direct shipment from vendor to customer. Authorization is required.
P	Pick Up Now	A customer is taking delivery now. A shipping ticket prints immediately. If this is a cash-on-demand (COD) customer and the Ignore Cash Required option on the Ship Via is set to P, then the system skips the New Customer prompt. Note: When a generation with this status includes stock items that are not available, those items are canceled. Note: This status cannot be used for Export Orders. The system alerts users and automatically changes it to W.
B	Bid	A sales order bid. No inventory is committed for a bid.
T	Ship Ticket	Print a ship ticket now.
I	Invoice	Invoice now. Use to invoice the order, with or without printing an actual invoice. To print an invoice, also specify an appropriate print status. Note:(New in Release 9.0.1) You must be assigned the SOE.ORDER.TO.INVOICE authorization key to invoice orders directly from the sales order. Note: When a sales order status is changed to Invoice, the order is removed from the Open Order Status Review Queue.
X	Cancel	A cancelled order generation. Authorization is required. Note: If a tax rate change takes effect between the time when an order is placed and when it is canceled, the tax rate in effect at the time of cancelation is used. Also, you cannot cancel a sales order generation that has a cash receipt tied to it.
R	Reserve Inventory	An order that reserves the amount of each product on the order for the customer. For example, if you have contract or a service level agreement to carry a specific amount of an item for a specific customer, enter that product and the quantity to reserve on the Body of the order, and then use the Reserve Inventory status to and then use the Reserve Inventory status to reserve the products and quantities for only that customer. This order status is a view-only status. Create reserve orders using Reserve Inventory Order Entry. Note: You must have the SOE.RESERVE.ORDER.EDIT authorization key, to create a reserve inventory order.