Skip to main content

Notifications

Finance | Project Operations, Human Resources, ...
Answered

Difference between Status and Document Status and how it works?

Posted on by 21
Hi, I would like to know what is the difference between status and document status in a sales order in finance & operations and how they are working?
  • Verified answer
    RajaSaleemAbbas Profile Picture
    RajaSaleemAbbas 44 on at
    Difference between Status and Document Status and how it works?
     
    STATUS 

    Throughout the life of a sales order, the sales order goes through multiple status:

    • Open Order: An open sales order is a working document that is newly created. When the sales order entry is finalized, the sales order will go through a confirmation process. The result of running the confirmation job is a sales order confirmation print out that can be sent to the customer and acts as official agreement of the order.
    • Delivered: When the sales order shipment is completed, the post packing slip job will be processed. Posting the packing slip decrements the inventory quantity in Dynamics 365 for Finance and Operations. Note that a sales order first switched status to Delivered when fully received. That means, when a sales order is only partially shipped and there is an outstanding quantity, the sales order stays in the Open Order status.
    • Invoiced: When a sales order is fully delivered and ready to be financially processed, the generate invoice job is processed. The generate invoice job posts financial invoice transactions in Dynamics 365 for Finance and Operations that will be later paid/offset when executing the customer payment. Note that a sales order first switched status to Invoiced when fully invoiced. That means, when a sales order is only partially invoiced, the sales order stays in the delivered status.
     
     
    DOCUMENT STATUS 

    The document status come pre-defined (no config)a can't be changed. They automatically  gets updated as part of confirmation, picking list, packing slip and Invoice.

    The benefit document status provide is what the latest and greatest action that has happened on the sales order.

    If you have 10 qty and only invoice 1 qty. Document status = Invoiced but order is still in 'Open order' status

     

     

     

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    Difference between Status and Document Status and how it works?
    Hi,
     
    The Status means whether the Order is fully delivered or Open and the Document status shows the each step like Confirmation, Fully Picked, Packed, Invoice etc.
     
    See below, where the Order is picked and Status is Open Order and Doc Status is Picklist.
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,302 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans