A Sales/Customer Order is only completed once all lines have been invoiced.
Each product line on an order will progress through the following quantity statuses:
Qty Ordered:
the quantity the customer has ordered.
Qty Backordered:
If insufficient stock is available to fill the order the quantity above what is available will be applied to Qty Backordered IF the Qty Backordered field is on the Order screen.
When stock is received in the warehouse, backorders can be released.
When a backorder is released the Qty Backordered is reduced by the amount released and the Qty Reserved is increased by the same amount.
Qty Reserved:
is automatically applied for an equal quantity to Qty Ordered if stock is available.
You can remove the Qty Reserved from one order to make stock available for another order if necessary.
Qty Invoiced:
When the Order is Read into or Generated to an Invoice, the Qty Reserved is moved to Qty Invoiced.
If the Qty Ordered equals the Qty Invoiced, the line is completed.
Note that an Import will NOT complete the order, only Read In and Generate.
To complete a sales order
Check the statuses of all lines on the incomplete Order, any that are active will need to be read into an invoice. Do not simply delete the lines, as this will not complete the order overall. That is, the order will remain active in your Lookup Orders list.
To read the lines into an invoice remove the Backordered quantity manually.
Accept the warning about negative stock.
Save the order.
Go to Customers, Transactions, Invoices, Create and start an invoice for the customer, Page Down to the details section.
A pop-up message should be received about existing Orders available for Read In, select Yes.
Select the Order the backorder/s were cleared from and accept the selection.
Check the read in line and save the Invoice.
Go to Customers, Transactions, Credit Adjustment Notes, Create.
Enter the customer details and Page Down to the Details section.
Select Import F11 and then select the Display Order.
Click on the invoice to read in and select Accept F9.
Select some or all lines, then Accept F9.
Select Yes to the message about retaining Product/Services prices.
Save the Credit Note.