If the Invoice whole order option is selected against the order header (Order Header) and any order lines contain a backorder quantity, then you can only print an Order Acknowledgement. You can override this when adding or maintaining an order if you have access to the SO allow override of 'Invoice Whole Order' rule activity (Operators). This does not apply to Supply Chain Transfer orders.

Refer to Automatic Back Orders for additional information.

If you are performing customer credit limit checking on current orders only (Sales Orders Setup) and the order fails the credit check, then the order is not placed into suspense, but remains in a status of 4 or 8.

To produce an invoice for the order, increase the customer's credit limit or process a payment against the customer to reduce the customer's current balance. After processing the payment, you must run the Order Purge program for these values to be recalculated.

If you want credit limit checking to be performed only when an invoice is about to be produced (i.e. orders in a status of 8) then you must enable the Apply check to current order only option (Sales Orders Setup). This check is based on the sum of:

You can print an invoice for a released back order when the customer's credit limit or terms have been exceeded provided you set the option Credit check for order to be released to Check and authorize to release (Sales Orders Setup). The system will request a credit authority code. You cannot print the invoice if you set the option Credit check for order to be released to Check and reject if fail.

If you designed a sales order custom form that includes mandatory fields, then you must capture data at these fields before you can end the order.

Order level discounts are only applied when you end the order. They are based on a product class and apply over more than one line, so only when you end the order are the lines updated with the applicable order discount break percentages.

If EC VAT is required (Company Tax Options Setup) and the sales order is for a customer in an EC Member State (excluding local transactions) then a valid Nature of Transaction code and Delivery Terms must be entered against the order header (SO Header Maintenance) before you can end the order.

For Billing type orders where the Post-billing with invoice option is enabled (Sales Orders Setup) you can enter an invoice number even if automatic invoice numbering is defined. If you don't enter an invoice number (or the Post-billing with invoice option is not selected) then an invoice number is automatically assigned to the order according to the following logic:

When the order is released for invoicing from a Status of 1, the invoice number is determined as follows:

When the order is released for invoicing from a Status of 4, the invoice number is determined as follows:

When you end an order, the Minimum order rules defined against the customer are applied (Customers).

See Activity considerations in Notes and warnings.

When you process an SCT and the Goods in transit - Numbering method is set to Manual (Set Key Information) you will be prompted to enter a manual SCT reference. The SO Header Maintenance program is loaded if you select to enter an SCT reference manually, otherwise a transfer reference number is automatically allocated.

If you enabled the Tax registration number mandatory option (Sales Orders Setup) and a blank entry exists against the Customer company tax regn no field (SO Header Maintenance) then you cannot release an order for invoicing or end an order captured as a billing, credit note or debit note.

If a global promotion applies to the order but you have not enabled the option to automatically apply global promotions (Trade Promotions Setup) you will be prompted to select global promotions manually for TPM customers.

Trade Promotions are not applied to debit or credit notes.

Trade promotions are always calculated on the total ordered and shipped for an order line (i.e. not only on the current ship quantity).

Order level discounts are only applied to TPM customers if you enabled the Apply Trade Promotion customers discount setup option (Trade Promotions Setup). They cannot be applied to customers against whom you enabled the Trade promotions pricing option (Customers).