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.
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Tony Zeigler
Senior Consultant
Strategic Solutions NW
Beaverton OR
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Original Message:
Sent: Jul 23, 2020 02:34 PM
From: Tabitha Arneson
Subject: Sales Order Document Status
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,
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Tabitha Arneson
BlueCrest Inc
Danbury
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