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Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Difference between Sta...

Finance | Project Operations, Human Resources, ...

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Difference between Status and Document Status and how it works?

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Posted on by Eduardo Cabrera

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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?

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Ramit Paul 22,809 Most Valuable Professional on at

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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.

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RajaSaleemAbbas 54 on at

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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

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