Community and Sales Orders, Invoices

The conditions for how Sales Orders and Invoices display in the Community have been updated.

Please review the table below to see which checkboxes drive the display settings for the different types of Sales Orders.

	Displays in Open Orders Tab	Displays in All Orders Tab
Sales Order - Receipt - Is Not Proforma	Sales Orders that are not proformas do not show in the Open Orders tab.	Is_Posted is checked. Status field will be Paid.
Sales Order - Receipt - Is Proforma	Is_Posted is not checked Is_Closed is checked. (Proforma ready to pay). Status field will be Unpaid.	Is_Posted is checked. Status field will be Paid.
Sales Order - Invoice	Is_Closed is checked Is_Posted is checked and Balance Due > 0 Status field will be Unpaid. If Is_Voided is checked, Sales Order will not display.	Is_Posted is checked and Balance Due = 0. Status field will be Paid. If Is_Voided is checked, Sales Order will not display.
Old Invoice	If there are any invoice records (invoice records created prior to Fonteva 20Spring install) associated to the SO that meet the invoice display requirements from previous releases, the invoice will display and not the SO.	All paid Invoices will be displayed.

Previous vs Today’s Behavior

Previously	Today
An order wasn’t ready for payment until it was “Closed”	An order is ready for payment when it is “Unpaid”
Only Proformas and Invoices from the Invoice object were shown in the My Orders tab.	Proformas, Invoices from the Invoice object, and Sales Orders type Invoice are shown in the My Orders tab.

This chart shows how Proforma Invoices worked previously.

My Orders Tab
Sales Order Entity Receipt
Only displayed SOs that were Is Closed = true If Sales Order was Posted, it displayed under "All" so people can view the receipt for that order Is Proforma = true Is Posted = false AND Is Closed = true UNPAID (eg. Proforma ready to pay) Is Posted = false AND Is Closed = false DO NOT SHOW (eg. Proforma Not Closed yet) Is Posted = true AND Is Closed = true ALL (eg. Proforma paid) Is Proforma = false Is Posted = false AND Is Closed = true DO NOT SHOW (eg. Abandoned Order) Is Posted = false AND Is Closed = false DO NOT SHOW (eg. Order is not closed) Is Posted = true AND Is Closed = true ALL (eg. Store purchase)
Sales Order Entity Invoice
No Sales Orders with this status displayed. Related Invoice record was displayed.
Invoice
Only Posted (Not Draft) invoices displayed (Is Posted = true). If Balance Due > 0 UNPAID If Not Cancelled AND Not Voided ALL If Cancelled = true OR Voided = true DO NOT SHOW