Setting Imported Sales Orders' Status

The Status field value for each Sales Order transaction indicates where the order is in terms of the approval, fulfillment, and or billing processes. Possible Status values vary according to the following:

• Whether your company uses the approval process for sales orders:

  • If the approval process is not used, initial Status for sales orders is Pending Fulfillment.

  • If the approval process is used, initial Status for sales orders is Pending Approval, and a Status of Canceled occurs when an order is not approved.

• Whether the Advanced Shipping feature is enabled to provide separate processes for fulfilling and billing sales orders:

  • If Advanced Shipping is off, additional Status values are Partially Fulfilled and Fulfilled, and Fulfilled means the sales order process is complete.

  • If Advanced Shipping is on, additional Status values are Partially Fulfilled, Pending Billing, and Billed, and Billed means the sales order process is complete.

For more explanation of sales order status values, see Viewing the Status of Sales Orders.

You can set a default value of Pending Approval or Pending Fulfillment for Status by clicking the edit icon on the Field Mapping page. See Assign Default Values during Field Mapping. To set Status to any other values, you have to specify them in the CSV file.

Note:

In the UI, you can set the default value of Pending Approval or Pending Fulfillment at Setup > Accounting > Preferences > Accounting Preferences (Administrator), on the Order Management subtab.

Related Topics

• Sales Order Import
• Custom Form Specification for Sales Order Imports
• Supported Sales Order Sublist Data Imports
• Supported Sales Order Subrecord Data Imports
• Setting Sales Orders to Closed
• Importing Currency Values for Sales Orders
• Charging Custom Credit Cards for Imported Sales Orders
• Using Import Assistant for Sales Orders Mass Update
• Sales Order Import Multi-File Example

General Notices