The Sales line status overview form lists the actions performed on the selected sales line. For instance, you can see whether purchase orders have been placed yet, and whether a sales invoice has been created. In addition, you can see which actions are not applicable and which actions still have to be carried out.

If the Eligible for 'Offer' status, Eligible for 'Order'/'Actual costing' status and Eligible for 'History' status check boxes are selected, this means that the actions required for that status have been performed and that you can change the status into a status of that type.

Change status

Whether you can change the status of the sales line into a status of the Offer, Order or Actual Costing type depends on the setting of the Sales order permission specified in the customer settings. If the field is set to 'Nothing', no status changes are possible.

In order to change the status into a status of the 'History' type, the following conditions must be true.

• The status of newly created sales lines can always be changed into a 'History' status type. The fields in the Contains group box in the left-hand column are empty, because no actions have been performed yet, and the transaction files are empty for the sales line. The fields in the Dealt with/not applicable group box in the right-hand column are filled, because the actions mentioned are not applicable yet.

  Note: When a sales line is being dealt with, the fields in the right-hand column will be cleared. They will not be filled until the actions have been completed.

• Pre-existing sales lines can be assigned a 'History' status if the following conditions are true:
  • The following fields are empty in the left-hand column: Shipping notes to process, Invoice recommendations and Purchase invoices. The status change requires certain actions to have been completed; the sales line cannot have any lines in transaction files. Shipping notes and purchase invoices must have been processed. Invoice recommendations will be removed automatically once an invoice (whether final or otherwise) has been created.
  • All check boxes in the Dealt with/not applicable group box in the right-hand column are selected. Sales lines that have been dealt with have their fields filled in, because the actions required have been completed (or, if cost-plus invoicing has been used, because cost-plus invoicing is not applicable).

Actions required for status changes

If you want to change the status of the sales line into a 'History' status type even though the required ticks are missing in the right-hand column, then perform the following steps to makes sure that the check boxes get selected:

• Shipping: If a shipping note exists, process it. If no shipping note exists yet, create one and process it.
• Invoicing: Make sure that the sales line has a corresponding sales invoice with a status of 'Sent'. In the case of orders subject to period invoicing, a final invoice must have been created.
• Cost-plus invoicing: This check box is empty only if you are using cost-plus invoicing, but not all costs have been added to the cost-plus specification yet. Run the Create cost-plus specification process. New lines should be created on the Cost-plus specification form. Because often invoicing will already have taken place, clear the Active check box on the cost-plus specification line. No further action will now be required.
• All files/orders of 'History' type: Assign the production file linked to the sales line a 'History' status type.
• Receipts: The sales line or production file has a linked purchase line of which the receipt has not yet been finalized. On the Purchase lines for parts form, open the Edit menu, choose 'Finalize receipt' and run the process.
• Invoicing: Make sure that the purchase invoice for the sales line is processed permanently.

If the check boxes in the Dealt with/not applicable group box are selected, the Eligible for 'History' status check box will be selected and you can change the status into a 'History' status.