{"id":19658,"date":"2026-07-03T05:04:09","date_gmt":"2026-07-03T05:04:09","guid":{"rendered":"https:\/\/tenthplanet.in\/idempiere\/?p=19658"},"modified":"2026-07-03T05:07:19","modified_gmt":"2026-07-03T05:07:19","slug":"how-to-create-a-standard-sales-order-in-idempiere","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-create-a-standard-sales-order-in-idempiere\/","title":{"rendered":"How to create a standard sales order in iDempiere"},"content":{"rendered":"\n

Introduction<\/strong><\/h2>\n\n\n\n

A Standard Order is the most commonly used sales document in iDempiere, recording a customer’s request to purchase products and serving as the foundation for inventory allocation, shipment, invoicing, and payment collection.<\/p>\n\n\n\n

It captures customer details, products, pricing, taxes, delivery preferences, and payment conditions for each transaction.<\/p>\n\n\n\n

Once completed, the Standard Order enables the downstream fulfillment cycle: shipment creation, customer invoicing, and payment receipt \u2014 directly impacting inventory and accounts receivable.<\/p>\n\n\n\n

Business Rules<\/strong><\/h2>\n\n\n\n
    \n
  • Business Partner must be configured as a Customer before creating a Standard Order.<\/li>\n\n\n\n
  • At least one Order Line with a valid Product is required.<\/li>\n\n\n\n
  • Warehouse must be selected on the header and is carried to each Order Line.<\/li>\n\n\n\n
  • Price List determines product pricing automatically on each Order Line.<\/li>\n\n\n\n
  • Delivery Rule controls when shipment can be generated.<\/li>\n\n\n\n
  • Invoice Rule controls when the Customer Invoice is generated.<\/li>\n\n\n\n
  • Payment Rule and Payment Term determine how and when the customer settles the bill.<\/li>\n\n\n\n
  • The order must be Completed before shipment or invoice Processing can begin.<\/li>\n\n\n\n
  • Tax is derived automatically from the product Tax Category on each Order Line.<\/li>\n\n\n\n
  • Discount % reduces the Unit Price to calculate the Line Amount.<\/li>\n<\/ul>\n\n\n\n

    Configuration Steps<\/strong><\/h2>\n\n\n\n

    Step 1: Create the Standard Order Header<\/strong><\/h3>\n\n\n\n

    The header captures the customer, document type, dates, and invoice addressing details that apply to the entire order.<\/p>\n\n\n\n

      \n
    • Open the Sales Order window and click New Record.<\/li>\n\n\n\n
    • Set Target Document Type to Standard Order, enter Date Ordered, Date Promised, Business Partner, Partner Location, and User\/Contact, then save.<\/li>\n<\/ul>\n\n\n\n
      Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Organization<\/td>CDC<\/td>Yes<\/td>Organization Processing the sales transaction<\/td><\/tr>
      Document No<\/td><50017><\/td>Auto<\/td>Auto-generated document number<\/td><\/tr>
      Target Document Type<\/td>Standard Order<\/td>Yes<\/td>Defines this as a Standard Sales Order<\/td><\/tr>
      Date Ordered<\/td>26\/06\/2026<\/td>Yes<\/td>Date the customer placed the order<\/td><\/tr>
      Date Promised<\/td>26\/06\/2026<\/td>Yes<\/td>Delivery date committed to the customer<\/td><\/tr>
      Business Partner<\/td>ASWIN ASSOCIATES<\/td>Yes<\/td>Customer placing the order<\/td><\/tr>
      Invoice Partner<\/td>ASWIN ASSOCIATES<\/td>Auto<\/td>Billing party, derived from Business Partner<\/td><\/tr>
      Partner Location<\/td>Chennai<\/td>Yes<\/td>Customer delivery address<\/td><\/tr>
      Invoice Location<\/td>Chennai<\/td>Auto<\/td>Billing address, derived from Partner Location<\/td><\/tr>
      User\/Contact<\/td>Rajesh<\/td>No<\/td>Customer contact for the order<\/td><\/tr>
      Invoice Contact<\/td>Rajesh<\/td>Auto<\/td>Contact for invoice, derived from User\/Contact<\/td><\/tr>
      Description<\/td>Aashirvaad Atta Distribution Order<\/td>No<\/td>Free-text description for the order<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \"\"<\/figure>\n\n\n\n

      Step 2: Configure Delivery Settings<\/strong><\/h3>\n\n\n\n

      Delivery settings control how and when products are shipped, which warehouse supplies the inventory, and how freight is handled.<\/p>\n\n\n\n

      Set Delivery Rule, Warehouse, Delivery Via, Freight Cost Rule, and Priority in the Delivery section of the header.<\/p>\n\n\n\n

      Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Delivery Rule<\/td>Availability<\/td>Yes<\/td>Controls when shipment can be created<\/td><\/tr>
      Warehouse<\/td>CDC Godown<\/td>Yes<\/td>Source warehouse supplying inventory for this order<\/td><\/tr>
      Priority<\/td>Medium<\/td>Yes<\/td>Processing urgency for the order<\/td><\/tr>
      Delivery Via<\/td>Pickup<\/td>Yes<\/td>Delivery method for this order<\/td><\/tr>
      Freight Cost Rule<\/td>Freight included<\/td>Yes<\/td>How freight cost is handled on this order<\/td><\/tr>
      Drop Shipment<\/td>Unchecked<\/td>No<\/td>Enable only when vendor ships directly to customer<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Delivery Rule Options<\/strong><\/h3>\n\n\n\n
      Delivery Rule<\/strong><\/td>When Shipment is Allowed<\/strong><\/td><\/tr><\/thead>
      After Payment<\/td>Shipment created only after payment is received<\/td><\/tr>
      Availability<\/td>Deliver available inventory immediately<\/td><\/tr>
      Complete Line<\/td>Deliver only when full line quantity is available<\/td><\/tr>
      Complete Order<\/td>Deliver only when all lines are fully available<\/td><\/tr>
      Force<\/td>Ignore availability and force shipment creation<\/td><\/tr>
      Manual<\/td>User manually controls shipment quantities<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Delivery Via Options<\/strong><\/h3>\n\n\n\n
      Delivery Via<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Delivery<\/td>Company delivers products to the customer<\/td><\/tr>
      Pickup<\/td>Customer collects products from the warehouse<\/td><\/tr>
      Shipper<\/td>Third-party transporter delivers the products<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Freight Cost Rule Options<\/strong><\/h3>\n\n\n\n
      Freight Cost Rule<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Calculated<\/td>Freight calculated automatically based on weight or volume<\/td><\/tr>
      Customer Account<\/td>Freight charged through the customer\u2019s transporter account<\/td><\/tr>
      Fix price<\/td>Fixed freight charge applied to the order<\/td><\/tr>
      Freight included<\/td>Freight cost included in the product price<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Step 3: Configure Invoicing and Payment Settings<\/strong><\/h3>\n\n\n\n

      Invoicing settings determine when the customer receives their invoice, which price list applies, and how payment is collected.<\/p>\n\n\n\n

      Set Invoice Rule, Price List, Sales Representative, Payment Rule, Payment Term, and Currency in the Invoicing section.<\/p>\n\n\n\n

      Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Invoice Rule<\/td>After Delivery<\/td>Yes<\/td>Controls when the Customer Invoice is generated<\/td><\/tr>
      Price List<\/td>Standard Sales Price List<\/td>Yes<\/td>Determines unit pricing for each Order Line<\/td><\/tr>
      Currency<\/td>INR<\/td>Yes<\/td>Transaction currency for the order<\/td><\/tr>
      Sales Representative<\/td>Ganesh Prabhu<\/td>No<\/td>Salesperson responsible for the order<\/td><\/tr>
      Payment Rule<\/td>On Credit<\/td>Yes<\/td>Customer payment method<\/td><\/tr>
      Payment Term<\/td>Immediate<\/td>Yes<\/td>When payment is due<\/td><\/tr>
      Promotion Code<\/td>Blank<\/td>No<\/td>Applicable promotion code if any<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Invoice Rule Options<\/strong><\/h3>\n\n\n\n
      Invoice Rule<\/strong><\/td>When Invoice is Generated<\/strong><\/td><\/tr><\/thead>
      After Delivery<\/td>Invoice created after shipment is completed<\/td><\/tr>
      After Order delivered<\/td>Invoice created after the full order is delivered<\/td><\/tr>
      Customer Schedule after Delivery<\/td>Invoice follows the customer\u2019s agreed billing schedule<\/td><\/tr>
      Immediate<\/td>Invoice created immediately when the order is completed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Payment Rule Options<\/strong><\/h3>\n\n\n\n
      Payment Rule<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Cash<\/td>Immediate cash payment at point of sale<\/td><\/tr>
      Check<\/td>Payment through cheque<\/td><\/tr>
      Credit Card<\/td>Payment through debit or credit card<\/td><\/tr>
      Direct Debit<\/td>Automatic bank debit<\/td><\/tr>
      Mixed POS Payment<\/td>Multiple payment methods in one transaction<\/td><\/tr>
      On Credit<\/td>Payment collected later per agreed payment terms<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Payment Term Options<\/strong><\/h3>\n\n\n\n
      Payment Term<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
      Immediate<\/td>Payment due immediately<\/td><\/tr>
      Net 15 Days<\/td>Payment due within 15 days<\/td><\/tr>
      Net 30 Days<\/td>Payment due within 30 days<\/td><\/tr>
      Net 45 Days<\/td>Payment due within 45 days<\/td><\/tr>
      Weekly Settlement<\/td>Weekly payment cycle<\/td><\/tr>
      Monthly Settlement<\/td>Monthly payment cycle<\/td><\/tr>
      Yearly Settlement<\/td>Annual settlement<\/td><\/tr>
      45 days end of month<\/td>Payment due 45 days after month-end<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Step 4: Add Order Lines<\/strong><\/h3>\n\n\n\n

      Order Lines define the products, quantities, pricing, discounts, and taxes that make up the customer order.<\/p>\n\n\n\n

        \n
      • Open the Order Line tab and click New Record. Select the Product; Price, List Price, and Tax are derived automatically. <\/li>\n\n\n\n
      • Enter Quantity, verify Discount %, and confirm Line Amount.<\/li>\n<\/ul>\n\n\n\n
        Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
        Line No<\/td>10<\/td>Auto<\/td>Sequence number for the order line<\/td><\/tr>
        Product<\/td>AASH-ATTA-5KG_Aashirvaad Atta \u2013 5kg<\/td>Yes<\/td>Product being sold to the customer<\/td><\/tr>
        Warehouse<\/td>CDC Godown<\/td>Auto<\/td>Derived from the order header<\/td><\/tr>
        Quantity<\/td>2<\/td>Yes<\/td>Number of units ordered<\/td><\/tr>
        UOM<\/td>Each<\/td>Auto<\/td>Unit of measure for the product<\/td><\/tr>
        Price<\/td>280.00<\/td>Auto<\/td>Selling price from the Price List<\/td><\/tr>
        Unit Price<\/td>280.00<\/td>Auto<\/td>Effective price per unit after discount<\/td><\/tr>
        List Price<\/td>285.00<\/td>Auto<\/td>Original product price before discount<\/td><\/tr>
        Tax<\/td>CGST\/SGST 18%<\/td>Auto<\/td>Tax derived from the product Tax Category<\/td><\/tr>
        Discount %<\/td>1.75<\/td>No<\/td>Discount applied to reduce the unit price<\/td><\/tr>
        Line Amount<\/td>560.00<\/td>Auto<\/td>Quantity multiplied by Unit Price<\/td><\/tr>
        Delivered Quantity<\/td>0<\/td>Auto<\/td>Quantity shipped so far<\/td><\/tr>
        Reserved Quantity<\/td>0<\/td>Auto<\/td>Quantity reserved in the warehouse<\/td><\/tr>
        Quantity Invoiced<\/td>0<\/td>Auto<\/td>Quantity already billed<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
        \"\"<\/figure>\n\n\n\n

        Step 5: Execute Document Action<\/strong><\/h3>\n\n\n\n

        Document Action controls the lifecycle of the Standard Order. The three primary actions are Prepare, Complete, and Void.<\/p>\n\n\n\n

          \n
        • Click the Document Action button to open the action dialog. <\/li>\n\n\n\n
        • Select the required action from the dropdown and click the confirm button to apply it.<\/li>\n<\/ul>\n\n\n\n
          Field<\/strong><\/td>Sample Value<\/strong><\/td>Mandatory<\/strong><\/td>Description<\/strong><\/td><\/tr><\/thead>
          Document Action<\/td>Complete<\/td>Yes<\/td>Action selected in the Document Action dialog<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          Document Action Options<\/strong><\/h3>\n\n\n\n
          Document Action<\/strong><\/td>Resulting Document Status<\/strong><\/td>When to Use<\/strong><\/td><\/tr><\/thead>
          Prepare<\/td>In Progress<\/td>Validates the order and reserves inventory without finalizing; use to check for errors before committing<\/td><\/tr>
          Complete<\/td>Completed<\/td>Finalizes the order and makes it available for shipment and invoicing; this is the standard action for confirmed customer orders<\/td><\/tr>
          Void<\/td>Voided<\/td>Permanently cancels the order; no shipment or invoice can be generated; use when the order is no longer required<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          Common Issues and Resolutions<\/strong><\/h2>\n\n\n\n
          Issue<\/strong><\/td>Cause<\/strong><\/td>Resolution<\/strong><\/td><\/tr><\/thead>
          Business Partner not available<\/td>Customer Master not configured<\/td>Create the Business Partner and enable the Customer flag.<\/td><\/tr>
          Price not populating on Order Line<\/td>Price List not assigned<\/td>Verify Price List on the order header and ensure the product has a price entry.<\/td><\/tr>
          Tax not derived on Order Line<\/td>Product Tax Category not configured<\/td>Assign a Tax Category to the product in Product Master.<\/td><\/tr>
          Unable to complete the order<\/td>No Order Lines added<\/td>Add at least one valid product line before completing.<\/td><\/tr>
          Incorrect Grand Total<\/td>Discount or pricing error on Order Line<\/td>Review Unit Price, Discount %, and Tax on each line.<\/td><\/tr>
          Delivery Rule blocking shipment<\/td>Availability rule with no stock<\/td>Verify warehouse stock using the Storage Detail report.<\/td><\/tr>
          Invoice not generated after delivery<\/td>Invoice Rule set to Immediate instead of After Delivery<\/td>Update Invoice Rule on the order to match the billing requirement.<\/td><\/tr>
          Order cannot be edited after Prepare<\/td>Document is In Progress<\/td>Reactivate or Void and recreate if changes are needed.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

          Next Steps<\/strong><\/h2>\n\n\n\n
            \n
          • Generate Shipment or Material Delivery once inventory is confirmed.<\/li>\n\n\n\n
          • Generate Customer Invoice after delivery based on the Invoice Rule.<\/li>\n\n\n\n
          • Record Customer Payment against the invoice.<\/li>\n\n\n\n
          • Review order status using Sales Order reports.<\/li>\n\n\n\n
          • Track Delivered Quantity and Quantity Invoiced on each Order Line.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

            Introduction A Standard Order is the most commonly used sales document in iDempiere, recording a customer’s request to purchase products […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[78,10],"tags":[],"class_list":["post-19658","post","type-post","status-publish","format-standard","hentry","category-sales-2","category-product"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=19658"}],"version-history":[{"count":2,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19658\/revisions"}],"predecessor-version":[{"id":19662,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/19658\/revisions\/19662"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=19658"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=19658"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=19658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}