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40Hello there,
I have some questions regarding sales orders, that maybe someone here is capable of answering?
Use Case:
We are delivering human services (say HelpDesk hours for our customer). The customer orders 120 hours over 12 months. So, each month we invoice 10 hours
Question1: How to handle multiple delivery dates?
- For legal reasons, the delivery date is important
- When I invoiced the first delivery, the status proceeded to approve
- This locks the delivery date. Does that mean every month when I want to invoice, I have to set the status back to open, change the delivery date and then invoice? Is there any better way?
Questions2: How to not automatically close sales order after they are fulfilled
- The actual hours that we deliver might wary while on the project
- The sales quote is closing automatically after it is fulfilled.
- Now the sales order closed, but there might still be some hours demanded by the customer, how to handle this?
Questions 3: Cancellation of the sales invoice, how to add the cancelled volume back to the sales order
- Sales Order → Invoice → Customer pays
- Now we want to cancel the invoice
- Now the Sales Order shows 10 delivered hours, even though they are cancelled.
- How do I restore them to the sales order, so it is the volume it was before the cancellation
Thanks a lot for your help!
Greetings
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