Overview
Create non-posting customer orders and track approval, allocation, fulfillment, and billing separately.
Before you begin
Select the correct subsidiary and confirm the counterparty, currency, accounts, and reference data. Posting requires an allowed accounting period and the actions permitted by your configured role.
Main task
- Open Sales Orders and create a new order.
- Select customer, date, currency, terms, and sales dimensions.
- Add quantities, units, rates, discounts, VAT/WHT, locations, and supported shipment details.
- Save, review the collectible total, and submit. Resolve credit holds before operational actions.
- Use approved-order actions to allocate, fulfill, bill, create deposits, or start a return.
Check the result
Approval is non-posting. Approval, credit hold, allocation, fulfillment, billing, and payment states represent different lifecycle stages.
If something goes wrong
New orders require enabled OTC setup. Insufficient stock, missing mappings, holds, and stale changes can block actions. Review current state before retrying. A saved draft does not itself mean approval or posting. Follow the record’s current actions and review rejection feedback before resubmitting.
Review and supporting evidence
Review the saved header and line descriptions, amounts, VAT/WHT where used, and linked records. After approval/posting, inspect GL Impact where offered. Add supporting files or notes through the record’s communication area.