Use the Finalize sales order/offer process to automatically finalize sales offers and sales orders. Isah checks whether all underlying sales lines and production files have a status of type 'History'. If they do, the corresponding sales offer/order will be finalized.
When the sales order or offer is finalized, all costs are calculated and added to the Financial analysis form. In principle, the costs will not change anymore after this point, which means that they do not have to be recalculated either.
Once the sales order/offer has been finalized, the Complete check box is selected on the Specification tab of the Sales offers or Sales orders form, and on the General tab of the 0193 Sales offers and orders form.
Once a sales offer or order has been finalized, you can no longer add sales lines to it or post costs to it. Should you need to do so, undo the confirmation by using the Unfinalize sales order/offer process. Then lower the status to another status type. You can now add sales lines and post costs again. When the sales order is finalized once again, the costs are calculated again.
Tip: You can choose to use the batch server to periodically finalize all your sales offers and orders. To configure this, select the 'All orders' and 'System date' options, and have the batch command executed with the interval of your choice, for example on a weekly basis.