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

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

March 28, 2025

0 Comments

Share this post