The default sales order status is assigned to a security profile. Each user is assigned to a specific security profile. To ensure that all newly created sales orders have the same header status assigned to them, the status will be assigned to the security profile.
This can be changed in the Systems module which is security profile driven. The default sales order status can be changed in the System module under the Security option.
Depending on your sales order status, you can deliver and or invoice the sales order. Financials comes with four default header statuses and the description of these can be amended in the Status option within Selling.
The default order statuses are as follows:
Status | Description |
Hold |
|
Authorise Delivery |
|
Authorise Delivery |
|
Full Process |
|
The status enables you to select the status for each order as it is entered by clicking on the Status field drop-down on the Sales Order Header Tab and selecting the relevant option.
You can also change the header status of a sales order once it has been created and for more information, please refer to the change purchase order header status article.