Work a confirmed sales order: what Confirm changed and what you can still edit

The menu opens the Sales Orders action, which is the same action and the same record set as the Quotations menu next to it — the only difference is that this one arrives with the Sales Orders filter pre-applied, so you see confirmed orders and nothing else. That filter is not in the Filters drop-down; it is applied from the menu and only appears as the removable chip in the search bar. Click its × and quotations, sent quotations and cancelled orders all reappear, which is almost never what you want on this screen.

Seven columns show by default and nine more are available from the ⚙ column picker at the end of the header row.

Cancelled rows render greyed out, which is how you spot one when you have removed the status filter. The list also carries a Create Invoices button in its header bar: tick several orders and it runs the same invoicing wizard across all of them at once.

The kanban view is the same records as cards: customer and Total on the top line, then the number, the order date, the activity clock and a state label. It groups nothing and it sorts by the same order as the list. Use it when you want to read customer names quickly; use the list when you want columns.

Confirmation is a short, specific set of effects on this fleet, and it helps to know all of them because several of the things people expect are not on the list.

• Status moves to Sales Order and Order Date is stamped with the confirmation moment.
• Each line's original unit price and quantity are snapshotted, so that later rate revisions on the bill of quantities have a baseline to compare against.
• Stock rules run only for lines that are not fabricated. A line whose product is set up for the designer or for simple configuration suppresses procurement entirely, so an order that is all windows and doors creates no delivery order at all. Those units ship later, on the finished-goods delivery raised out of production.
• If Create Project was ticked — it is ticked by default — the installation project is created from the chosen template, and both fields lock.
• Nothing else. No production order, no site survey, no bill of quantities, no invoice. Production starts from the survey flow; invoicing starts from a button you press.

The form on a confirmed order looks different from the quotation you confirmed, because roughly half the controls are state-driven. Expiration disappears, Order Date appears, Confirm is gone, and a run of invoicing buttons arrives.

Header fields

There are no address fields anywhere on this form — no invoice address, no delivery address. The delivery and invoice contacts are resolved silently from the customer's child contacts, and the only way to change them is to change those contacts.

Header buttons

Smart buttons

The strip above the header only shows a button when the thing it counts exists, so an order's strip is a quick census of everything attached to it.

Tabs

Order Lines is the working tab. On a confirmed order it gains two read-only columns the quotation did not have — Delivered and Invoiced — alongside the four progress columns this fleet adds: Surveyed Qty, Produced Qty, Delivered Qty and Installed Qty. The Delivered figure on a fabricated contract is driven by progressive bill-of-quantities billing, not by warehouse transfers, which is why it can advance while no delivery order exists.

The other tabs are Quote Builder (the PDF header/footer assembly), Other Info (salesperson, team, customer reference, tags, fiscal position, warehouse, shipping policy, delivery dates), BOQ Inv Options (variation orders, project parties, retention summary), Delivery Location (site coordinates and map), Price Distribution (a log of amount distributions) and Survey Status.

Order lines stay editable after confirmation. That is deliberate on this fleet: contracts get amended. But three specific actions now refuse, each with its own message.

The setting that would put a Lock button on this header is off across the fleet, and no order is locked. This matters mostly as a negative: if a procedure tells you to lock a confirmed order before releasing it to the factory, that procedure describes a configuration this fleet does not run. The protection you actually have is the designer refusal above, plus the audit trail in the chatter.

Cancel moves the order to Cancelled and cancels its draft invoices. It is refused on a main order that still has non-cancelled variation orders hanging off it, and the message names them. From Cancelled, Set to Quotation puts the record back to the beginning — it does not return it to Sales Order, so anything downstream has to be re-done.

Before confirmation you amend a quotation by making a revision — a frozen copy numbered -R01, -R02 and so on. After confirmation that route closes, and the amendment mechanism is the variation order: a linked sales order that carries the extra or changed scope while the main contract keeps its original figures.

Both live on the BOQ Inv Options tab, where Create New Variation Order builds one and Link Existing Sales Order adopts one you already have. A variation shows a Variation Order ribbon, cannot itself raise a bill-of-quantities invoice or an advance payment, and blocks deletion and cancellation of its parent while it lives. Upsell opportunities — orders where the delivered quantity has overtaken the ordered quantity — surface on their own menu, covered in Work the Orders to Upsell queue: what over-delivery really means here.

Nothing on this screen releases work to the factory. The Survey Status tab is the honest picture of where the contract stands on the road there: a six-phase bar — Opportunity, Pre-Quote Survey, Quotation, Won, Production Survey, Production — plus a Pre-Quote state, a Production state, a progress bar and a Suggested next step.

On a confirmed order with no production survey yet, that suggested step reads Schedule Production Survey; once the production survey is approved it reads Release to Production. The panel is a read-out, not a control: the only buttons on it are New Technical Request and View All Requests. Doing the release itself is covered in Launch production from a sales order, and the surveys in Run pre-quote and production surveys through approval.