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The sales order Header lists the main terms and conditions related to the customer order that will be used in the heading of its printed copy and further in its shipment and invoicing process.

It is possible to create new Standard Sales Order, Warehouse and POS Orders as a conversion from an existing Sales Quotation

While creating a new sales order in this window:
in majority of the cases main (and the only) field needed to create a new sales transaction document is the Business Partner field. All other fields are automatically populated based on the selected Business Partner, logged in User preferences and other system default parameters.

Some other fields to note are:

Bulbgraph.png   Note: Reservations are disabled by default. To be able to use them please insert a new Preference using property Enable Stock Reservations with value Y. For more information visit Stock Reservations
Bulbgraph.png   Note: Payment Status field is available from 15Q4. It is disabled by default (but you can change it taking below into account) because filtering or sorting using this field (similar to Delivery Status and Invoice Status) can cause performance issues in environments with large volumes of data. In the 16Q2 release, we plan to add new Openbravo Platform functionality to enable / disable filtering & sorting for columns from the Application Dictionary and after this we will enable Payment Status with the corresponding restriction of sorting and filtering by default.

Below fields are defaulted according to the Customer and Location tabs of the Business Partner window.

There are 3 ways of entering lines into a sales order:

  1. Copying selected products from a history of products ordered by this customer using the Copy Lines button.
  2. Copying all products from the chosen orders selected in the history of all orders for different business partners using the Copy from Orders button.
  3. Manually, line by line, obviously in the Lines tab.

Sales order prepayment

Once a sales order is booked, it is possible to prepay an order by using the process button "Add Payment".


Same as described for Sales Invoice Payment, "Add Payment" window allows to fully or partially prepaid the order created more than once, and even pay other orders and/or invoices at the same time.

It is also possible to add any type of expense related to the payment of that order as a G/L item and even use available credit previously generated for the customer.

Once all of that is properly fulfilled, the payment can be processed or processed and deposit from the financial account.

It is important to remark that the sales invoice created from the order will inherit the payment done for the order.

Sales order cancel and replace process

Sales order cancel and replace is an advanced feature hidden by default, which can be enabled through a preference named "Enable Cancel and Replace.

Once enabled, a new process button named "Cancel and Replace" is displayed only for booked sales orders.


Cancel and Replace feature allows to close a booked sales order and to replace it by a "copy" of it in "Temporal" status, so it can be modified.

For instance:

CR TermporalStatus01.jpg

Once temporary new order has been changed, it is possible to confirm the changes by clicking on "Confirm Cancel and Replace" process button.

Sales order cancel and replace process ends with three documents:

As shown in the image below, replacement order document number is the replaced order document number and a sufix that is the number of times the order has been cancelled and replace.
In case the number of times is only one, replacement order document number will be [Replaced/Original order document number-1]
It is also possible to cancel and replace replacement order. In that case new replacement order document number will be [Replaced/Original order document number-2]

CR NewOrder01.jpg

Same way, as shown in the image below, inverse order document number is replaced order document number and a sufix, that is *R*.

CR InverseOrder01.jpg

There are some flags and fields located under "More Information" section, at sales order lever, that have information about the relations between the different orders involved within cancel and replace process.

The Replaced (original) Order has below listed flag and field:

The Replacement (new) Order has below listed field:

The Inverse Order has below listed field:

Bulbgraph.png   For additional information about how sales order' shipments, invoices and payments are managed within cancel and replace process, please review How to manage "Cancel and Replace" process wiki article.

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