Use sales orders to create, maintain, and inquire about orders.

You can choose between several sales order types. The list below describes the sales order types:

Order Types

Description

Use as a draft: it has no effect on stock quantities and does not generate item transactions. Order journal lines are not included in master scheduling

Use for recurring orders. When the order is invoiced, the order status is automatically set to open order. Quantity delivered invoiced and remaining deliveries are updated.

Use when the customer actually places or confirms an order.

Use when the customer returns items to stock. A return item number (RMA number) is automatically assigned and can be viewed on the tab.

Use if there is a contract with the customer and the customer wants to order from the contract. Create a release order to release, deliver, and invoice items until the contract is fulfilled. Blanket orders have no effect on stock quantities, do not generate item transactions, and are not included in master scheduling (unlike release orders, which do).

Created automatically when you make an item sale through a Project module. The project number can be seen in the column.
Note Note

You can change an order type at any time except when it is an Item requirements order or if it has Delivered status.