ALTUM

Sales order release documents

SO release documents (SOR) are warehouse documents confirming release of item outside the company (to a customer). It causes change (decrease) of quantity and value of item in a warehouse. As opposed to trade documents, issued SOR doesn’t generate payment and records in VAT account.

List of SOR documents is available in menu Warehouse –> SOR.

Figure 186 SOR documents in tab Warehouse.

On list of documents there is also a column Invoice – this parameter defines status of document, whether it’s connected to other document or not.  

With regard to maintenance it’s very similar to sales invoice, so it won’t be described in details. Assigning of customer to this document is optional, unlike in case of SI. All SOR calculations (e.g. VAT table, calculating the values, retrieving items from lots) are made in exactly the same way as it is on sales invoice.