Overview

Use the Delivered Orders list to monitor Orders that have been supplied to the customer. Sales representatives, Sales managers, Project managers, Warehouse managers, and Finance officers can use this view after an Order has progressed through the required workflow gates and reached the Delivered stage. Review the delivered Order details to support fulfillment monitoring and follow-up activities.

Before you start

Before progressing an Order to Delivered, ensure that:

The Order is at Order Confirmation.
Required approval and activation gates have been completed.
The related Offer completed its workflow through Ordered before it proceeded as an Order.
You are signed in with the sales.order.update permission.

Steps

Open the confirmed Order that you need to progress toward delivery.
Select Status update to apply the next applicable Order status in the documented sequence toward Delivered. Repeat this action only as required by the Order workflow and after all required gates are complete.
When the Order has reached Delivered, open the Delivered Orders list and select All to review the Orders available for fulfillment monitoring.
Locate the delivered Order by reviewing the available information, including Job No., Client, Job title, Order price, and Forecast delivery date.

All

The All tab contains Orders at the Delivered stage. Use this tab to review delivered Orders by their job number, customer, job title, Order price, and forecast delivery date. This view supports fulfillment monitoring after the Order has been supplied to the customer.

delivered orders

Tips & cautions

Note: An Order must complete the required approval and activation gates before it can progress toward Delivered.

Tip: Use Job No. and Client together when identifying a delivered Order in the list.

Warning: Do not use Status update until the related Offer has completed its workflow through Ordered and the Order is at Order Confirmation.

Troubleshooting

The Order is not shown in the Delivered Orders list → The Order has not yet reached Delivered → Use Status update to apply the next applicable Order status after the required workflow gates are complete.
You cannot update the Order status → Your user account does not have the required permission → Sign in with access that includes the sales.order.update permission.
The Order cannot progress toward Delivered → Approval, activation, or Offer workflow requirements are incomplete → Complete the required gates and ensure that the Offer has progressed through Ordered before continuing.

Result

The Delivered Orders list shows Orders at the Delivered stage for fulfillment monitoring.