Visual Order Status Indicators
Visual Order Status Indicator
The status indicators allow users to get an overall picture of where orders are in the sales and purchase cycles. The color and fill of these indicators give the information needed without having to dive into each individual order. The status indicators are located in the list view of the Sales Orders and Purchase Orders and consist of two columns:
Sales Order Purchase Order
- Shipping status • Receiving Status
- Invoicing status • Billing Status
Indicator Meanings
(Not Late) Not yet Shipped, Not yet Invoiced, Not yet Received, Not yet Billed | (Not Late) Partially Shipped, Partially Invoiced, Partially Received, Partially Billed | Shipped, Invoiced, Received, Billed | (Late/Overdue) Not yet Shipped, Not yet Received | (Late/Overdue) Partially Shipped, Partially Received | (Due Today) Not yet Shipped, Not yet Received | (Due Today) Partially Shipped, Partially Received |
Please note: The visual order icons do not indicate paid status, only invoiced and billed status
Related Articles
How to create a Purchase Order?
Purchase Orders A Purchase Order is a document presented to a vendor for the purchase or goods or services. The system uses purchase orders to track received and invoiced items. The receipt of shipped goods is recorded in the system by creating a ...Partially Invoicing an Order
When you would like to only invoice your customers for part of a sales order and not the entire order, here are the steps to take. 1. Create a sales order that has a line item for all items to be purchased. This is our "template" that will be used ...How do I close an undershipped Sales Order?
There may be times when you will ship less than what was ordered and you will need to manually close the Sales Order. You may close an undershipped sales order by click the status and choosing close. Closing an Undershipped Sales Order in ...Why does my Purchase Order have a 'backordered' status? I've received everything on the PO.
There is a known issue with the Purchase Order status. It will show backordered until the Bill has been paid. Engineers are aware of the issue and this will be fixed during a future release. [ACS-3106]Document Status Descriptions
Document Status Descriptions Many documents in CustomBooks™ have statuses to indicate the point where it is in the workflow. Below are status descriptions broken out by document type. Sales Quotes Draft : Sales Quote has not been completed. Open : ...