Visma.net ERP
About sales order processing options
In Visma.net ERP, you can control the steps required to process your sales orders, from entry to
shipping and invoicing.
In general, the Sales orders (SO301000) window is the starting point for entering and processing sales orders
of the SO type.
The specific procedures of this process depend on your
organisation's requirements.
If approval is required, when a sales order is taken off hold and saved, the system gives the order the Pending a Approval status and selects an approver for the order, in accordance with the approval map used for approval assignment.
The orders with the Pending approval status cannot be edited.If the approver rejects the order, the order gets the Rejected status.
If the order is then edited and taken off hold, the system assigns it for approval according to the approval map. If the orders that are taken off credit hold must be assigned for approval, you need to add to the approval map a condition (conditions) that checks that the order has the Credit hold check box selected.
Related concepts
About predefined types of sales orders
About predefined order types for customer returns
About payment reservation for sales orders
About credit checks in the Sales workspace
About invoice order processing options
About cash sales processing options
About invoices in the sales workspace
About shipment processing options
Related tasks
Create a sales order with allocations
Create a sales order with reserved allocations
Process returns for credit (RC)
Process returns with replacement (RR)
Process authorised returns (RM)
Related windows