What are the things gets changed pre & Post approval of Sales Order in Borg Desk ERP??
Pre & Post Approval Changes in Sales Order – Borg Desk ERP
When a Sales Order (SO) moves from Pre-Approval to Post-Approval in Borg Desk ERP, several key changes take place to ensure order processing, stock management, and financial accuracy. Below is a detailed breakdown:
Pre-Approval (Before Sales Order Approval)
At this stage, the sales order is in a draft/pending state and can be edited.
✅ Editable Fields
-
Customer (Party Selection) Selection
-
Product/Service selection
-
Quantity, price, discount, and tax
-
Delivery date & payment terms
-
Order Cancellation
-
Warehouse Selection
✅ Stock Impact
-
Stock is not yet locked/reserved
-
Warehouse team can modify product/Item stock allocation
✅ Accounting Impact
-
No entry is created in Accounts Receivable
-
No invoice can be generated
✅ User Permissions
-
Sales team can edit, modify, or delete the Sales Order
-
No impact on Inventory until approved
Post-Approval (After Sales Order Approval)
Once approved, the sales order is finalized and moves into the fulfillment process.
✅ Locked Fields
-
Customer (Party Selection) Selection
-
Product/Service selection
-
Quantity, price, discount, and tax
-
Delivery date & payment terms
-
Order Cancellation
-
Warehouse Selection
✅ Stock Impact
-
Stock gets locked (reserved) for the order
-
Warehouse team gets order processing notification
-
If stock is insufficient, purchase request can be raised
✅ Accounting Impact
-
Sales Order moves to Accounts Receivable
-
Invoice can now be generated
-
Payment collection tracking starts
✅ User Permissions
-
Sales team cannot modify the order (only authorized users can adjust)
-
Order cancellation needs manager/admin approval ( Order has to be Un-Approved)
Summary of Key Changes Pre & Post Sales Order Approval
|
Aspect |
Pre-Approval (Draft) |
Post-Approval (Finalized) |
|---|---|---|
|
Order Edit |
Yes (Can be modified) |
No (Only limited changes) |
|
Stock Reservation |
No |
Yes (Stock gets locked) |
|
Accounting Entry |
No |
Yes (Moves to Accounts) |
|
Invoice Generation |
No |
Yes (Invoice can be generated) |
|
Warehouse Processing |
Yes |
Yes(Stock allocation restricted) |
|
Order Cancellation |
Yes (Without approval) |
Needs manager/admin approval |
|
Customer Change |
Yes |
Needs manager/ admin Approval |
|
Shipping Address |
Yes (Without approval) |
Needs manager/admin approval |
|
Payment Terms |
Yes (Without approval) |
Needs manager/admin approval |
Why Sales Order Approval is Important?
✔ Ensures accurate stock allocation
✔ Prevents unauthorized order modifications
✔ Helps in financial tracking & invoice generation
✔ Maintains order processing efficiency
Let us know if you need more details!
Admin Did this page
help you?
LikeYes
DislikeNo
.png)