About predefined types of sales orders

A quote is a proposal of future sales to a particular customer for a specified price.
You can use documents of the QT order type to plan production or purchase orders.
The functionality of approvals is supported for quotes (which is indicated by the selected Supports approval check box on the General settings tab of the Order types (SO201000) window).

The quantities of goods and the document amounts on open quotes do not update the information in the Inventory and Customer ledger workspaces.
Because you can copy the information on quotes to sales orders, quotes can be used as templates for repeating orders with the same line item information for a particular customer.
Freight is calculated on quotes of the predefined QT type.
You can select whether to recalculate discounts on sales orders copied from quotes.
After you copy a quote to a sales order (by selecting Actions - Copy order in the window toolbar of the Sales orders (SO301000) window), the quote remains open until you cancel it.

A sales order is a document with the SO order type that you create, possibly based on a quote, to represent a customer request to buy goods in the specified quantities on the specified date.

Once the order is saved, the credit history of the customer will be checked to verify that the customer has not exceeded the specified credit limits or days past due.
To configure the system so that the status of the order changes to Credit hold if the customer fails the credit check, select the Check credit on entry check box on the General settings tab of the Order types (SO201000) window; by default, this check box is cleared.

After approval has been configured, when a sales order is saved, it will be assigned to an approver and will get the Pending approval status.
If it has been rejected, the order should be edited and will be reassigned for approval.
If it has been approved, the order may be shipped.

Sales orders of the SO type are fulfilled by shipments (the Process shipments check box is selected on the Template settings tab of the Order types (SO201000) window).
For orders of the SO type, you must generate invoices in the Customer ledger workspace and issues in the Inventory workspace.
For more details on processing, see: About sales order processing options.

This predefined type of sales order is only available if at least one of the Lot and serial tracking, Stock subitems, Multiple warehouse locations, and Sales order to purchase order link functionalities is enabled in the Enable/disable functionalities (CS100000) window.

If your organisation's policies require you to reserve stock for orders from specific customers, you can use the orders of the SA type for these customers. When you save a new order of this type in the Sales orders (SO301000) window, the specified quantities of the line items are reserved specifically for this order.
You can view the allocation for each line item by selecting a line and clicking the Allocations button on the Document details tab.
If there is an insufficient quantity in the specified warehouse, the system will automatically split the requested quantity into two allocation schedules: one with the available quantity reserved in the specified warehouse, and one with the remaining quantity, for which you can select another source warehouse and reserve the quantity there (by selecting the Allocated check box).

Once an order of the SA type is saved, the credit history of the customer is checked to verify that the customer has not exceeded the specified credit limits or days past due.
If the customer fails the credit check, the status of the order is changed to Credit hold.
(This is controlled by the Check credit on entry check box, which is selected by default on the General settings tab of the Order types (SO201000) window.)

Sales orders of the SA type are fulfilled by shipments; that is, the Process shipments check box is selected on the Template settings tab of the Order types (SO201000) window.
For orders of the SA type, you must generate invoices in the Supplier ledger workspace and issues in the Inventory workspace.

For more information on orders of this type, see: About sales orders with allocations and Create a sales order with reserved allocations.

An invoice order, which has the IN order type, is a special type of sales order you create when the goods requested by a customer have been shipped already, so the processing of the orders does not involve shipments.
You can set up approval for the orders of the IN type.

For orders of this type, you must create an invoice in the Customer ledger workspace and an issue in the Inventory workspace that updates the item quantities.

For more information, see: About invoice order processing options.

You create an order with the CS order type when you sell items directly to the customer (with no shipping) and receive payment at that time (by cash, check, or credit card).
You can save the order of the CS type, which you create by using the Sales orders (SO301000) window, only after you enter the payment information including the payment reference number. For orders of this type, you should create a supplier ledger document of the Cash sales type and an issue in the Inventory workspace.

For more information, see: About cash sales processing options.

Transfer orders or orders with the TR order type are used to account for stock items moved from one warehouse to another when replenishment window the source warehouse is performed or when stock items are allocated (reserved) to fulfil sales orders in other warehouses.

In most cases, you create transfer orders by using the Sales orders (SO301000) window.
To generate multiple transfer orders for replenishment and for sales orders with stock allocation, you can use the Create transfer orders (SO509000) window.

You can fulfill the transfer orders by shipments.
For more information on transfer orders, see: Process transfer orders.