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Sales Order Status#

Overview#

The Sales Order Status app provides you with visual cues of how far customer orders have progressed at line level regarding:

  • Item availability
  • Transfer of items to the warehouse area
  • Picking
  • Shipment
  • Invoicing

Multiple filters can be set on each view, and the existing color indicators can be replaced with icons of your choice.

Benefits:

  • Visual representation for maximum transparency
  • Quick response to bottlenecks in warehousing and logistics
  • Prompt billing after order fulfillment
  • Satisfied customers thanks to easy-to-glean stock levels
  • Timely information flow to management for data-driven decision-making

More learning resources#

Besides this article, you can consult the following user-friendly resources to learn more about the Sales Order Status feature:

Product videos
To see all videos about the app, use the general search function in Microsoft Dynamics 365 Business Central1 and enter Product Videos. Pick a video from the page and run it.

Tours
You can also take a tour explaining the app’s most important features. When you’re on a page that includes Sales Order Status content, go to the ribbon at the top, choose the Help icon, and then select Take a Tour in the first About… FactBox.

Introduction#

Sales Order Status | KUMAVISION App from KUMAVISION on Vimeo.

Get KUMAVISION Sales Order Status from Microsoft AppSource

Setup#

Sales Order Status Setup#

After installation of the app:

  1. Choose the Search icon, enter Sales Order Status Setup, and then choose the related link.
  2. Fill in the fields as described in the following table.

Item Availability#

Field Description
Incl. Planning Suggestions in Avail. Calc. Specify whether you want to include planning worksheets in item availability calculations.
Incl. Sales Blanket Orders in Avail. Calc. Specify whether you want to include blanket sales orders in item availability calculations.
Calculate status when opening sales order status Specify if all indicators should be calculated automatically when the Sales Order Statuses page is opened.

Note

The Incl. Planning Suggestions and Incl. Sales Blanket Orders in Avail. Calc. settings only affect the calculation of availability indicators; they have no impact on standard app calculations, such as Item Availability by Event.

Signal Lights#

During installation, icons for the red, yellow, and green indicators and a blank (transparent) icon are automatically stored in setup. If you prefer to use your own symbols, select one of the icons on this FastTab and choose the file you want to upload.

Note

To avoid performance issues (long loading times) when opening the sales order list, we recommend that you use small-size images when replacing the existing files.

Order statuses#

Order indicators#

After installation, the sales order list shows the following additional indicators:

Field Description
Availability Status Specifies if the required items are available in full (green), available in part (yellow), or not available at all (red).
Whse. Shipment Status Specifies if the related item lines are included fully (green), partially (yellow), or not at all (red) in warehouse shipments.
Pick Status Specifies if the related item lines are included fully (green), partially (yellow), or not at all (red) in warehouse or inventory picks.
Shipment Status Specifies whether the relevant items have been shipped completely (green), partially (yellow), or not at all (red).
Inv. Status Specifies whether the relevant items have been invoiced completely (green), partially (yellow), or not at all (red).

Note

As the indicators aren't calculated automatically, the fields listed will be blank when you open the Sales Orders page for the first time.

Calculate statuses#

To determine the status of one or more sales orders, open the sales order list, select the relevant documents and choose Actions > Function > Calc. Sales Order Statuses on the ribbon.

Filter by order status#

To filter sales orders by status, for example, to see all orders that are ready to be shipped, open the sales order list and choose Related > Order > Sales Order Statuses on the ribbon.

On the General FastTab, you can then use the following filter options to see if enough items are available for a certain sales order or determine how far their inclusion in warehouse, picking, shipping, and invoicing processes is:

  • No Status
  • Red
  • Yellow
  • Green
  • Show All

The following actions can also be run from the ribbon of the page:

Update Sales Orders Statuses#

Determines the status of all selected sales orders.

Update All Sales Orders Statuses#

Determines the status of each sales order on the page.

Show Document#

Shows the related order document.

Sales Order Lines Status#

Shows the sales order line statuses of the currently selected sales order.

Invt. Pick Lines#

Shows the inventory pick lines related to the currently selected sales order.

Whse. Shipment Lines#

Shows the warehouse shipment lines related to the currently selected sales order.

Line statuses#

To see a detailed list of sales line statuses, you can use the general search function (and enter Sales Order Lines Status) or choose Related > Order > Sales Order Lines Status on the ribbon of a sales order or the order list.

This list can be especially useful regarding lines where the status is set to Yellow. The following functions are also available on the page ribbon:

  • Calc. Sales Order Lines Statuses
    Recalculates the sales order statuses on the lines.
  • Pick Lines
    Shows the associated pick lines.
  • Whse. Shipment Lines
    Shows the associated warehouse shipment lines.

Colors#

Sales order list#

If a sales order doesn’t contain any lines or the status lights on all its lines are blank, the lights on the Sales Orders page are also blank. Otherwise, the colors have the following meaning on the page:

  • If a certain indicator is yellow on at least one order line, the light is also yellow for the order overall.
  • If a certain indicator is red on some sales lines but green on other lines, the light on the sales order list is yellow.
  • If a certain indicator is green on some sales lines but non-existent on other lines, the light on the list is green.
  • If a certain indicator is red on some lines but non-existent on other lines, the light on the list is red.

Sales lines#

The following tables describe the meaning of each status color on individual order lines.

Availability#

Color Meaning
(blank) Either the sales line is not of type Item or the No. field on the line is blank, the Quantity (Base) is negative or zero, or the line is part of a drop shipment.
Green The outstanding quantity on the sales line is zero.

The indicator is also green if the Projected Available Balance is greater than zero before the item transaction scheduled on the sales line and zero or greater than zero after the event (same rules as for standard Item Availability by Event calculations).
Yellow The projected available balance before the item transaction scheduled on the sales line is positive but negative thereafter (see standard Item Availability by Event calculations).
Red The balance before the item transaction scheduled on the line is negative or zero (for more details, see standard Item Availability by Event calculations).

If an assembly order is connected to a sales line, an availability calculation by event is performed for each assembly line that is of type Item and where the remaining quantity is greater than zero. Availability indicator colors have the following meaning in reference to assembly orders:

Color Meaning
Green The sales line is not linked to an assembly line of type Item with a remaining quantity greater than zero.
Yellow The quantity that is consumed is greater than zero. Additionally, the Projected Available Balance before the item transaction scheduled on the assembly line is negative or zero (same rules as for Item Availability by Event calculations).
Red At least one assembly line carries an availability warning.

Whse. Shipment#

Color Meaning
(blank) The Quantity (Base) is negative or zero on the sales line or the line does not require a warehouse shipment.
Green A shipment is necessary, but the Quantity (Base) equals the Quantity Shipped on the sales line so that there is nothing to deliver anymore.
Yellow A warehouse shipment line exists for the sales line and some items still need to be delivered.
Red A warehouse shipment is required, but a warehouse shipment line does not exist for the sales line.

A warehouse shipment is required if:

  • The sales line is of type Item.
  • The No. field is filled in on the line.
  • A location code has been selected.
  • The Require Shipment toggle is turned on for that location.

Pick#

Color Meaning
(blank) The Quantity (Base) is negative or zero on the sales line or the line does not require picking.
Green A pick is necessary, the outstanding quantity on the pick line is zero, and the quantity left on the sales line equals the total of Qty. Picked and Quantity Shipped on the associated warehouse shipment line.
Yellow A pick or registered pick exists for the sales line.
Red A pick is required, but a pick or registered pick does not exist for the line.

A pick is required if:

  • The sales line is of type Item.
  • The No. field is filled in on the line.
  • A location code has been selected.
  • The Require Pick toggle is turned on for that location.

Shipping#

Color Meaning
(blank) The Quantity (Base) on the sales line is zero.
Green The Quantity Shipped equals the Quantity (Base) on the sales line so that there is nothing to deliver anymore.
Yellow The Quantity Shipped is smaller than the Quantity (Base) on the line.
Red The Quantity Shipped is zero.

Invoicing#

Color Meaning
(blank) The Quantity (Base) on the sales line is zero.
Green The Quantity (Base) on the line equals the Quantity Invoiced on the sales line so that there is nothing to bill anymore.
Yellow The Quantity (Base) is greater than the Quantity Invoiced on the line.
Red The Quantity Invoiced is zero.

What happens after the free trial has expired?#

What happens after the free trial? from KUMAVISION on Vimeo.

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