Use Case For Creating a Progress Sales Order

Creating a progress sales order is similar to creating a new sales order. For a progress sales order, change the custom form to Standard Sales Order - Progress Billing. You do this through REST by setting the custom form value when sending your REST request.

Custom Form Name	Custom Form ID
Standard Sales Order (default)	68
Standard Sales Order - Progress Billing	86

To complete the sales order, you need to add:

• a value for the entity field that corresponds to the customer on the sales order

• at least one item

You can also modify the following optional fields:

Field on the Sales Order	Corresponding Field on the Custom Form	Valid Values
date	trandate	YYYY-MM-DD
status	orderstatus	A - Pending Approval B - Pending Fulfillment
billing terms	terms	see the terms table in the database

For more information, see Creating Progress Sales Orders.

Progress Sales Order

          POST {{REST_SERVICES}}/record/v1/salesorder

{
    "customform": 86,  //For custom form "Standard Sales Order - Progress Billing"
    "entity": {
        "id": "110"
    },
    "trandate": "2020-07-30",  //optional field
    "orderstatus": "B",  //optional field
    "terms": 3,  //optional field
    "item": {
        "items": [
            {
                "item": {
                    "id": 98
                },
                "quantity": 1
            },
            {
                "item": {
                    "id": 98
                },
                "quantity": 2
            },
            {
                "item": {
                    "id": 98
                },
                "quantity": 3
            } 
        ]
    }
} 

        

Related Topics

Sales Order Use Cases

Use Case For Creating Your Sales Order

Use Case For Applying a Promotion to Your Sales Order

Use Case For Retrieving Your Sales Order

Use Case For Updating Your Sales Order

Use Case For Approving Your Sales Order

Use Case For Fulfilling Your Sales Order

Use Case For Creating Invoices or Cash Sales from Your Sales Order

Use Case For Deleting a Sales Order

General Notices