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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
Include Planning Worksheets in Calculation Specify whether you want to include planning worksheets in item availability calculations.
Include Blanket Orders in Calculation Specify whether you want to include blanket sales orders in item availability calculations.
Calculate on Opening Sales Order Statuses Specify if all indicators should be calculated automatically when the Sales Order Statuses page is opened.

Note

The Include Planning Worksheets and Include Blanket Orders in Calculation 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.
Shipping Status Specifies whether the relevant items have been shipped completely (green), partially (yellow), or not at all (red).
Invoicing 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 > Update 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 Statuses-Multiple#

Determines the status of all selected sales orders.

Update Statuses-All#

Determines the status of each sales order on the page.

Show Document#

Shows the related order document.

Order Line Statuses#

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 Line Statuses) or choose Related > Order > Sales Order Line Statuses 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:

  • Update Line 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.

Calculation logic#

The following sections describe the rules used to calculate the status signal lights for a single sales order line.

The overall status signal light for the sales order is displayed as follows:

  • If the sales order does not include any lines, the status signal light is blank.
  • If the status signal lights of all lines are blank, the overall status signal light of the sales order is also blank.
  • If the status signal light of at least one line is yellow, the overall status signal light of the sales order is also yellow.
  • If there are lines with red and green status signal lights, the overall status signal light of the sales order is yellow.
  • If the status signal light of all lines is blank or green, the overall status signal light of the sales order is green.
  • If the status signal light of all lines is blank or red, the overall status signal light of the sales order is red.

Availability status#

The availability signal light of the sales order line is blank if

  • Type is not Item,
  • No. is blank,
  • Quantity (Base) is negative or zero, or
  • the line refers to a drop shipment

If Outstanding Quantity is zero, the status signal light is green.

Otherwise, the availability calculation works the same way as for Item Availability by Event:

  • If the forecast inventory before the event in the sales order line is negative or zero, the status signal light is red.
  • If the forecast inventory before the event in the sales order line is greater than zero, and greater than or zero after the event, the status signal light is green.
  • Otherwise (before: positive, afterwards: negative), the status signal light is yellow.

If an assembly order refers to the sales order line, the availability calculation by event will be performed for each assembly order line with Type = Item and Remaining Qty. (Base) > 0. The status signal light of the sales order line reflects the worst status of the assembly order lines:

  • If no assembly order line with Type = Item and Remaining Qty. (Base) > 0 exists, the status signal light of the sales order line is green.
  • If one or more of these assembly order lines have a red signal light, the status signal light of the sales order line is red.
  • The status signal light for the sales order line is yellow if one or more assembly order lines have a yellow status light, otherwise it is green.

Another difference of availability calculation for assembly order lines is that the consumed quantity is taken into account: If the forecast inventory before the event is negative or zero, the assembly order line is yellow, provided that the Consumed Quantity (Base) is > 0.

Warehouse shipment status#

The warehouse shipment status signal light of the sales order line is blank if:

  • Quantity (Base) is negative or zero, or
  • no warehouse shipment is required.

The status signal light is green if Outstanding Quantity is zero. The status signal light is green if a related warehouse shipment line exists; otherwise, it is red.

The function described below determines whether a warehouse shipment is required. In the Sales Order Status app, a warehouse shipment is required if

  • Type = Item,
  • No. is not blank,
  • Location Code is not blank, and
  • Require Shipment has been set for the location.  

Pick status#

The pick status signal light of the sales order line is blank if
• Quantity (Base) is negative or zero, or
• No pick is required.

The status signal light is green if Outstanding Quantity is zero.

In addition, the status signal light is green if a shipment is required and the total of Qty. Picked and Qty. Shipped of the associated warehouse shipment line equals the Outstanding Quantity (Base) of the sales order.

The status signal light is green if a pick line or registered pick line exits; otherwise, it is red.

The function described below determines whether a pick is required. In the Sales Order Status app, a pick is required if

  • Type = Item,
  • No. is not blank,
  • Location Code is not blank, and
  • Require Pick has been set for the location.

Shipment status#

The shipment status signal light of the sales order line is blank if Quantity (Base) is zero.

The status signal light is green if Outstanding Quantity is zero.

The status signal light is red if Quantity Shipped is zero.

Otherwise, the status signal light is yellow.

Invoice status#

The invoice status signal light of the sales order line is blank if Quantity (Base) is zero.

The status signal light is green if Quantity (Base) = Quantity Invoiced.

The status signal light is red if Quantity Invoiced is zero.

Otherwise, the status signal light is yellow.

What happens after the free trial has expired?#

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

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