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'Status' and 'Release status' on Sales orders. Whats the difference?

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  • Guy Terry Profile Picture
    Guy Terry 28,598 Super User 2024 Season 2 on at
    RE: 'Status' and 'Release status' on Sales orders. Whats the difference?

    You can't undo an Invoice. If you really need to run it through the Warehouse processes, you'd need to get the items back into inventory, either using the customer return process, or by adding negative lines on to the sales order. You should check that this also results in the customer getting a credit.

    Then you add new lines (or create a new order), and process it through the warehouse. This will result in another invoice to the customer, which is why you need to credit them for the first invoice.

    An invoiced sales order will have removed inventory from AX; can you physically pick and ship that inventory without using the warehouse module? It might be cleaner.

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,849 on at
    RE: 'Status' and 'Release status' on Sales orders. Whats the difference?

    Thanks for your prompt reply

    How do you propose i do that, since the Sales order is already invoiced

  • Guy Terry Profile Picture
    Guy Terry 28,598 Super User 2024 Season 2 on at
    RE: 'Status' and 'Release status' on Sales orders. Whats the difference?

    I imagine it means the Warehouse processes were skipped. There are several ways to do this; for example you could just complete all the dimensions on the 'Product' tab of each order line and then post the invoice.

  • Abdo Khoury Profile Picture
    Abdo Khoury 14,849 on at
    RE: 'Status' and 'Release status' on Sales orders. Whats the difference?

    Dear Guy

    what if you have a sales order that is status Invoiced , and the release status is "Open"

    what does that mean ,

    we are using WMS

  • Guy Terry Profile Picture
    Guy Terry 28,598 Super User 2024 Season 2 on at
    RE: 'Status' and 'Release status' on Sales orders. Whats the difference?

    'Status' updates through Open -> Delivered -> Invoiced (and Cancelled) via Packing slip and Invoice posting functions. It shows the lowest status of all the orders' order lines (i.e. if one order line has the status 'Delivered', and the others have the status 'Invoiced', the status of the sales order will be 'Delivered').

    'Release status' is only used if you are using functionality in the 'Warehouse management' module. It updates through Open -> Partially released -> Released, depending on whether the order lines are released to the warehouse (i.e. are attached to Shipment lines). If none of the order is released, the status is 'open'. If all of the order lines are released (or cancelled), the status is 'Released'. If some of the order lines are not released, the status is 'Partially released'. If you are not using the Warehouse management module, the status will always be Open, and you should ignore this field.

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: 'Status' and 'Release status' on Sales orders. Whats the difference?

    status is for your order delivery and invoicing  (open/delivered / invoiced)

    but released status for approval (approved or open ...)

    https://msdn.microsoft.com/en-us/library/salesstatus.aspx

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