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Sales Order Status and The Meanings

  • Oct 29, 2024 10:46 AM UTC
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Is there a document that explains what the sale order statues mean and how a sales order moves thru the different statuses?

Thanks!

Best answer by josborn02

  • The order’s status is Open, Pending Processing, Shipping, Back Order, or Completed—that is, the Status box in the Summary area of the Sales Orders (SO301000) form is set to any of these values.
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  • Semi-Pro I
  • Oct 29, 2024 10:48 AM UTC

Found it!

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josborn02
Varsity III
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  • Varsity III
  • Answer
  • Oct 29, 2024 2:15 PM UTC
  • The order’s status is Open, Pending Processing, Shipping, Back Order, or Completed—that is, the Status box in the Summary area of the Sales Orders (SO301000) form is set to any of these values.
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  • Freshman I
  • Aug 11, 2025 11:40 PM UTC

Hello there. 

This might not be the best section to ask my question, but we are new to MYOB Acumatica and I was hoping that someone can help me. 

When the Sales Order status shows COMPLETED, this comes when the SO has been shipped. However it has NOT been invoiced. I believe this status of saying COMPLETED should not be the case until the SO has been invoiced. Is there any way to change this? 

Please help!

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  • Freshman I
  • Aug 11, 2025 11:46 PM UTC

Ignore above reply. I found a separate discussion forum which has my exact same question. Sorry. Not too sure how to delete my post. :(

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alexx
Varsity I
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  • Varsity I
  • Sep 29, 2025 7:43 PM UTC

Hello there. 

This might not be the best section to ask my question, but we are new to MYOB Acumatica and I was hoping that someone can help me. 

When the Sales Order status shows COMPLETED, this comes when the SO has been shipped. However it has NOT been invoiced. I believe this status of saying COMPLETED should not be the case until the SO has been invoiced. Is there any way to change this? 

Please help!

I’m not exactly sure what you’re asking. But my company has been using Acumatica for a few years now.
You are correct that the status of the SO will show as “COMPLETED” when the invoice is released. When doing the shipment, it’ll show as “SHIPPING.” Once an invoice has been created but NOT released, the status will show as “INVOICED.”

 

Hope this helps.

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  • Freshman I
  • Sep 29, 2025 10:12 PM UTC

Hello alexx. 

Thanks for your response. 

Yeah the confusion is that even BEFORE the invoice is issued, the status shows as completed on the SO. Once the SO is shipped it shows as COMPLETED. This is confusing as COMPLETED usually stands for when the job is totally done. But instead, it still has NOT been invoiced. Hence why I was asking if this could be changed to “add” an additional status, possibly saying “TO BE INVOICED” or “AWAITING INVOICE” or something of that nature.

Thanks!

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