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Sales Order Document Status

  • 1.  Sales Order Document Status

    Posted 23 days ago
    Hi Everyone,
    I think we are seeing a glitch on our sales order header document status changing, but I want to be sure I understand how this works and see if anyone else has experienced this problem.

    Problem:
    Our partially shipped tile is not capturing all partially shipped sales orders.  What I found is that the sales orders that are missing has a document status that is not changing back to packing slip.
    If the Document Status is in Invoiced and we deliver a line partially then the status remains as invoice and does not go to packing slip in the header of the sales order, which is in the SalesList.  Our developer can see the status change from picking to packing in the background, but the header does not change. Is there any way we update the document status based on the last generated document?

    Is my understanding of this correct?

    Is anyone experiencing issues with this?
    Thanks,

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Sales Order Document Status

    TOP CONTRIBUTOR
    Posted 22 days ago
    Document status doesn't work that way. It is closer to the opposite of sales status.
    Document Status shows the most advanced state the order has been in it's life cycle.
    Sales Status shows the minimal state the order has been in it's life cycle.

    Partial shipped is a troublesome state to identify using the statuses. I do not advise trying.
    Consider - a salesline for qty 100 starts out with a sales status of Open Order. The header will be open order and document status none.
    You confirm it, document status changes to Confirmation.
    You ship qty 20. Sales status on the line still says Open Order. Header sales status still says Open Order. Document Status says Packing Slip.
    You invoice the 20, sales statuses do not change, but document status goes to Invoiced.
    Now, when you ship another 20 - no statuses change.
    Nor when you ship the next 20. or the next.
    Finally, you ship the last 20 - the line moves to delivered, the header sales status moves to delivered, document status still says Invoice.
    When you invoice the last 20, the line finally moves to Invoiced, the header status moves to Invoiced - the document status has stayed Invoice for a long long time.

    So what good is document status you might think? Well - it tells you how locked down an order should be. If it still says None - go wild making changes to the order. But if it's moved downstream in the lifecycle - you use it to understand how far your changes might ripple down.

    To understand partial ships - you really need to compare each line's original sales qty against the deliver remainder on each line. If they don't match, but deliver remainder is > 0, then it's partially shipped.

    ------------------------------
    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW
    Beaverton OR
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Sales Order Document Status

    Posted 22 days ago
    Thank you, Tony, for your explanation.  It doesn't make sense to me that our developer can see the status change in the background when a partial line has been invoiced and then we go to partially deliver another line.  Also, if this is the way it works how could the Partially Shipped tile every be useful (it filters on the document status packing slip) after the first partial shipment goes out?  We see multiple partial shipments and have 1000's of sales orders to partially invoice.
    Thanks in advance!

    ------------------------------
    Tabitha Arneson
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Sales Order Document Status

    TOP CONTRIBUTOR
    Posted 22 days ago
    I assume your looking at the Partially Shipped tile in the workspace, "Sales Order Processing and Inquiry".
    I don't know that it is built correctly. The workspace is fairly new, and the tile was probably developed by someone without a good understanding of the statuses. From the looks of it, the moment you invoice one of the partial shipments the order is going to fall off the list. It should at least have both the Invoice and Packing Slip document statuses in the filter. It is also filtering to Open Order sales status - which is how it excludes those that have been fully packing slipped/invoiced.

    So - while that tile is a good way to get a list of orders that have been partially worked - it's not the list I would use to see what needs to be invoiced. Depending on your business processes, it may be a good list for reviewing orders that may need a remainder cancelled to be closed out properly - but I would edit the filter to include document status Invoice.

    ------------------------------
    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW
    Beaverton OR
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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