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 your organisation's policies require that orders of the SO type be approved before they can be shipped, you can set up approval of sales orders, as described in Setting up approval of sales orders.
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.