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→Life cycle / Business rules
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--> Canceled+Status "To bill" will be for some users the status "Validated", for others, it will be "Delivered". This depends if you choose to make invoice before or after delivery.+
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+Once an order has been completely shipped, you can go onto card to close it.+{{ExamplesCaseEn+|name=UCCU01: +
−|situation=+|actions=+}} +
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<!-- BEGIN origin interlang links -->
+<!-- You can edit this section but do NOT remove these comments
+ Links below will be automatically replicated on translated pages by PolyglotBot -->
+[[fr:Module_Commandes_Clients]]
+[[es:Módulo_Pedidos_de_clientes]]
+[[de:Modul Kundenaufträge]]
+<!-- END interlang links -->
+
{{TemplateDocUser}}
{{TemplateDocUser}}
{{TemplateModEN}}
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= Life cycle / Business rules =
= Life cycle / Business rules =
−A customer order follow the following life cycle:
+A customer order follow the following life cycle (value in parenthesis is the status code):
+If module shipment is enabled:
+<pre>
<pre>
−Draft --> Validated --> Delivered --> Processed
+Draft (0) --> Validated (1) --> Shipment in process (2) --> Delivered (3) -------> Processed (=Delivered + Billed)
− \ \ /
+ \---------------> Invoice created -----------------/
</pre>
</pre>
−If module shipment is not enabled:
+<pre>
+Draft (0) --> Validated (1) ---> Delivered (3) --------> Processed (=Delivered + Billed)
+ \ /
+ \-> Invoice created ----/
+</pre>
−Once an order is validated, by its creator, if you enabled the shipment module, you can generate one or several shipment receipts to send products. This can be done anywhen before the order is canceled or close with status processed.
+Note: hidden option WORKFLOW_BILL_ON_SHIPMENT may change label if on but this is a not official option, always off by default.
+* The status "Order to bill" is not a status that is specific. For some users it will be same than status "Validated", for others, it will same than status "Delivered". This depends if you choose to make invoice before or after delivery (both are possible).
+* Status "Shipment in process" is only visible if [[Module Shipment]] is used.
+Once an order is validated, by its creator, if you enabled the shipment module, you can generate one or several shipment receipts to send products. This can be done at anytime before the order is canceled or closed with status processed.
You can also define an order as "Delivered" (change status to "Delivered") when you want.
You can also define an order as "Delivered" (change status to "Delivered") when you want.
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Note that, by default, invoices built from order have same content/amount but you can edit invoice, once generated from order, to change that.
Note that, by default, invoices built from order have same content/amount but you can edit invoice, once generated from order, to change that.
−If you click on "Classify billed", this switch status to "Processed" and order will disappear from menu "Orders delivered".
+If you click on "Classify billed" and "Classify Delivered", this switch status to "Processed" and order will disappear from menu "Orders delivered". It should be visible into "Orders processed".
=Create an order=
=Create an order=
Creation of an invoice need to go on card of a third party, on tab "Customer" (this require your third party has customer nature).
Creation of an invoice need to go on card of a third party, on tab "Customer" (this require your third party has customer nature).
−If [[Module Workflow En]] and [[Module Commercial Proposals]] enabled, you can also have a draft customer orders automatically created once a proposal is closed (You must set this into setup of [[Module Workflow En]].
+If [[Module Workflow En|Module Workflow]] and [[Module Commercial Proposals]] enabled, you can also have a draft customer orders automatically created once a proposal is closed (You must set this into setup of [[Module Workflow En|Module Workflow]].
=Modify an order=
=Modify an order=
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You can edit it if order has draft status. If not click on action button '''Modify'''.
You can edit it if order has draft status. If not click on action button '''Modify'''.
−=Close an order=
+= Process an order (Deliver and Bill)=
−To have an order '''processed''', you must both ship it and bill it.
+So once an order has been completely shipped, you can go onto card to close it.
−If [[Module Invoice]] is activated, the order will be visible into list from menu '''Accountancy - To bill'''.
+Note: If [[Module Workflow EN|Module Workflow]] and [[Module Invoice]] are enabled, you can also Classify Billed your order automatically when a linked invoice is '''validated''' or '''payed'''.
=Delete an order=
=Delete an order=
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Warning, a deleted order is definitively removed with no way to restore it.
Warning, a deleted order is definitively removed with no way to restore it.
−= Examples of use cases =
+= Related videos =
−<youtube width="200" height="120">Ypp2B5TlNuM</youtube>
−Sales orders:
−(vocal in french but subtitles are available and review in this language)
−<youtube width="200" height="120">-2pNTeUXQ0o</youtube>
+[[Category:Orders]]