Order types and invoice processing

The type and stage of an order determines if the order can be invoiced processed. Sales Entry Invoice Processing Report only processes orders in Ordered-Stage 1, Picked-Stage 2, and Shipped-Stage 3.

Orders in the Ordered stage are not considered ready for automatic invoicing. Use the Enter a List of Order #’s option in Sales Entry Processing Invoice Processing Report to process these orders.

Orders in stage Entered-Stage 0, Invoiced-Stage 4, or Canceled-Stage 9 are ignored during invoice processing. 

These order types can be invoice processed:

• Stock Orders (SO)
• Counter Sales (CS)
• Correction (CR)
• Return Merchandise (RM)
• Blanket Release (BR)
• Direct Order (DO)

These order types require special handling to be invoice processed:

• Future Orders (FO)
• Standing Orders (ST)

The order types cannot be invoice processed:

• Blanket Orders (BL)
• Quote Orders (QU)