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The Order Status defaults to New when a new order is being created. When all required data has been entered, including the Shipped date, the Order status can be changed to Shipped. After Shipped status has been saved and Invoice ID and Invoice date have been entered on the Shipments tab, the order status can be changed to Approved or /Approved/Ready to Post. The records needs to be Saved after the new Status has been selected from the Status menu. Note: If the Invoice is Printed, the Invoice ID and the Invoice Date are automatically populated from the Invoice, but both fields can be also manually entered. The Invoice # and Invoiced date populate when an invoice is printed or when the order is saved as Approved/Ready to Post. The Invoice # and Invoiced date populate based on the Order Transaction Class properties: How Invoice Dates Are Assigned and Get Next Invoice Number From. If the transaction has any logistics loads, then each logistic load must be marked as shipped before the transaction status can be saved as Shipped/Approved/Ready to Post.
Note: If Freight Rate Type has been selected on the Sale Order's Load record, but no rates have been provided, the user is prompted to provide rates before the Sales Order status can be changed to Approved or Ready to Post.
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