Sales routing detail

This form is available only if a routing has been specified for the selected sales line. If a routing has been specified, the default flow of this routing will automatically be used on the Sales routing detail form.

If you want to use a different routing, you can modify the routing on the Sales routing detail form by deleting, changing or adding routing lines. A routing line must have been specified for each status phase the sales line must complete.

The status indicates the status of a sales line while it is on this routing line.

Multiple routing lines can have the same status. This may be useful if several steps are required to advance a line to the next status, but you do not want these individual steps to have separate status codes.

The status type indicates the phase the process is in: 'Offer', 'Order', 'Actual costing' or 'History'. The status type determines the actions permitted for a line with this status. For instance, if a sales line is of the 'Offer' type, no invoices may be issued for that sales line. If a purchase line is of the 'Offer' type, the purchase offer line cannot be converted into a purchase order.

Once a status has been filled in for a sales line or production file, a number of protective locks will automatically be set for the file involved. These locks are based on the status type filled in for the sales status (on a sales line) or the production status (on a production file).

Below you will find an overview of the locks applicable to sales lines and production files having a particular status type.

Actions allowed for sales lines

	Offer	Order	Actual costing	History
Reserve in economic stock	No	Yes	Yes	No
Create or process shipping note	No	Yes	Yes	No
Invoice	No	Yes	Yes	No
Purchase to order	No	Yes	Yes	No
Link production order	No	Yes	Yes	No
Production receipt	No	Yes	Yes	No

It is not always possible to change the status type of a sales line. For example, you cannot change the status of a sales line to an 'Offer' type if certain actions have already been performed for the line.

Use the Sales line status overview menu item to list the actions already performed for the sales line, and to check whether the status can be changed to 'Offer' or 'History'.

Below you will find an overview of the options and conditions for changing the status type.

	To offer	To order	To actual costing	To history
From offer	-	Yes	Yes	Yes
From order	If no transactions	-	Yes	If order is complete and derived orders* have a 'History' status type
From actual costing	If no transactions	Yes	-	If order is complete and derived orders* have a 'History' status type
From history	If no transactions	Yes	Yes	-

*Derived orders are production orders linked to a sales order (in the case of to-order production) and/or purchase order lines created for purchases made on a sales order.

Actions allowed for production orders

	Offer	Order	Actual costing	History
Reserve in economic stock	No	Yes	Yes	No
Issue parts	No	Yes	Yes	No
Create purchase requirements to order, receive items, and post costs	No	Yes	Yes	No
Purchase to order	No	Yes	Yes	No
Link production order	No	Yes	Yes	No
Production receipt	No	Yes	Yes	No

It is not always possible to change the status type of a production file. For example, you cannot change the status of a production file to an 'Offer' type if parts have already been used for the file.

Below you will find an overview of the options and conditions for changing the status type.

	To offer	To order	To actual costing	To history
From offer	-	Yes	Yes	Yes
From order	If no transactions	-	Yes	If order is closed and derived orders have a 'History' status type
From actual costing	If no transactions	Yes	-	If order is closed and derived orders have a 'History' status type
From history	If no transactions	Yes	Yes	-