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Training: Releasing a Sales Order (DRAFT to FINAL)

Releasing a Sales Order is the critical bridge between Sales and Production. This training module demonstrates how to finalize a draft order so that production planning can begin.

The Sales to Production Hand-off

A Sales Order typically starts in a DRAFT or RESERVED state while details are being finalized. Moving it to FINAL (or RELEASED) triggers several backend actions: 1. Production Orders: Velosity automatically generates the associated Production Orders based on the line items. 2. Scheduling: The order is added to the Master Schedule and prioritized. 3. Inventory: Materials are officially allocated to the order.

Interactive Tutorial: Finalizing a Sales Order

The following walkthrough demonstrates how to update a Sales Order status to release it for production. For more details on what each status means and how it affects downstream processes, see the Sales Order Status topic.

Key Takeaways

  • Validation: Ensure all Required Tags are filled out before attempting to finalize the order. The system will block the status change if required data is missing.
  • Automation: Once finalized, you no longer need to manually "create" a work order; Velosity handles the generation of the router and BOM automatically.
  • Communication: The customer and internal stakeholders can receive Notifications once the order moves to a Final status.