Order statuses
What each sales order status means, plus the separate payment and fulfillment indicators.
A sales order carries three separate indicators: its main status (where it is in its life), its payment status (how much is paid), and its fulfillment status (how much has shipped). Payment and fulfillment roll up automatically from invoices and shipments.
Order status
| Status | Meaning | What you can do |
|---|---|---|
| Draft | Created but not committed. Editable, invisible to planning. | Edit lines, release, or cancel. |
| Released | Committed. Visible as demand to planning and fulfillment. | Hold, complete, cancel, send confirmation, invoice, fulfill. |
| On hold | Paused with a reason; downstream work stops. | Resume (back to Released) or cancel. |
| Completed | All work done (shipped and billed). | Close. |
| Closed | Finished and archived. Read-only. | None. |
| Cancelled | Withdrawn (a reason is recorded). | None. |
The following diagram shows how a sales order moves between statuses:
Any open order (Draft, Released, On hold) can be Cancelled.
Payment status
Rolls up from the order's invoices. You do not set it directly.
| Status | Meaning |
|---|---|
| Unpaid | Nothing has been paid yet. |
| Partially paid | Some of the balance is settled. |
| Paid | Settled in full. |
Fulfillment status
Rolls up from shipments recorded against the order.
| Status | Meaning |
|---|---|
| Unfulfilled | Nothing has shipped. |
| Partially fulfilled | Some quantity shipped; more is outstanding (see backorders). |
| Fulfilled | Every line shipped in full. |
Editing rules
- Editable: Draft only. Once released, lines are locked.
- Deletable: Draft only. Released and later orders are kept as a record.