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Sales Order Stages

Sales Order Stages

07 01, 2021

Issue/Symptom/Question

What are the Sales Order stages and when are they set?

Applies To

Penta for Windows

Sales Order Process

Inventory > Sales Orders > Sales Order Entry

Inventory > Sales Orders > Sales Order Shipment and Credit Order Receipt

Resolution/Fix/Answer

  1. Create Sales Order for your OU via Inventory > Sales Orders > Sales Order Entry - OPN Stage set

  2. Enter Order Details for inventory products and quantity - click on End Order - REL Stage set

  3. Click on Allocate Order - update REL = N to Y for each of the products then click on Release Allocation - ALO Stage set

  4. Exit Sales Order Entry window and open Sales Order Shipment and Credit Order Receipt window, query Order OU and Order ID, verify quantities due matched quantities shipped - click on Process - INV Stage set