From sales order to item release
1. Sales order was issued SO/2007//00001 for customer ALOZA, reserving items: CIS: 10 items and SOSNA: 15 items
a. SO appears on the list of sales orders
b. On the tab of resources and lots on item form appear proper records in column Reservations
2. Customer appears in the company and he wants to realize his order
a. Open list of SO
b. select SO/2007//00001
c. generate SI from this sales order using button [Generate SI]
d. on payment plan new planned payment for invoice is created
3. on list of sales invoices new document SI/2007//00001 appears with status: generated
a. document is unconfirmed (green color)
b. after setting payment form and term (transfer, 14 days) document should be confirmed
c. item is still reserved
4. user should generate SOR from generated SI
a. select SI/2007//00001
b. use button [Generate SOR]
i. the system checks whether there is sufficient amount of items in the warehouse
ii. if at least one item is lacking – SOR won’t be generated
c. on list of SOR documents appears new document
d. document is saved
e. after confirming SOR –item is released from a warehouse
f. reservation disappears
5. after receiving confirmation of deposit for the invoice
a. it should be inserted into proper bank report
b. record is settled with sales invoice SI/2007//00001
c. both invoice and record have status of fully settled