Microsoft DynamicsFree referencePDF, Excel, Word exportMicrosoft Dynamics 365 Finance and Supply Chain

D365 Sales Order, Purchase Order and Inventory Transaction Status Reference

Status columns in D365 Finance and Supply Chain look similar but mean different things. A sales order has a status, a document status and a set of inventory transactions each with their own issue status. This table lists the standard values so you can read orders and write filters correctly.

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Object	Field	Value	Meaning
Sales order	Status	Open order	Order is confirmed to exist and has undelivered quantity.
Sales order	Status	Delivered	All lines are packing slip posted but not necessarily invoiced.
Sales order	Status	Invoiced	All lines are invoiced.
Sales order	Status	Canceled	Order was canceled and no longer has open quantity.
Sales order	Document status	None	No document has been posted for the order yet.
Sales order	Document status	Quotation	Latest posted document is a sales quotation.
Sales order	Document status	Confirmation	Order confirmation has been posted.
Sales order	Document status	Pick list	Pick list has been posted.
Sales order	Document status	Packing slip	Packing slip has been posted.
Sales order	Document status	Invoice	Sales invoice has been posted.
Sales quotation	Status	Created	Quotation exists and has not been sent.
Sales quotation	Status	Sent	Quotation has been sent to the customer.
Sales quotation	Status	Confirmed	Customer accepted and the quotation was confirmed, usually creating a sales order.
Sales quotation	Status	Lost	Quotation was marked as lost.
Sales quotation	Status	Canceled	Quotation was canceled.
Purchase order	Status	Open order	Order has open quantity to receive or invoice.
Purchase order	Status	Received	Product receipt has been posted for all lines.
Purchase order	Status	Invoiced	All lines are invoiced.
Purchase order	Status	Canceled	Order was canceled.
Purchase order	Approval status	Draft	Order is being edited and has not been submitted to workflow.
Purchase order	Approval status	In review	Order has been submitted to workflow and awaits approval.
Purchase order	Approval status	Rejected	A workflow approver rejected the order.
Purchase order	Approval status	Approved	Workflow approved the order. It can now be confirmed.
Purchase order	Approval status	Confirmed	Order has been confirmed to the vendor.
Purchase order	Approval status	Finalized	Order is closed for further changes.
Purchase order	Document status	Purchase order	Latest posted document is the purchase order confirmation.
Purchase order	Document status	Product receipt	Latest posted document is a product receipt.
Purchase order	Document status	Invoice	Latest posted document is a vendor invoice.
Transfer order	Status	Created	Transfer order exists with no shipment posted.
Transfer order	Status	Shipped	Goods have been shipped from the sending warehouse and are in transit.
Transfer order	Status	Received	Goods have been received at the destination warehouse.
Inventory transaction	Issue status	On order	Issue is expected but stock is not reserved.
Inventory transaction	Issue status	Reserved ordered	Reserved against expected incoming supply, not yet physically on hand.
Inventory transaction	Issue status	Reserved physical	Reserved against stock that is physically on hand.
Inventory transaction	Issue status	Picked	Stock has been picked for the issue.
Inventory transaction	Issue status	Deducted	Physically issued (packing slip or similar) but not financially settled.
Inventory transaction	Issue status	Sold	Issue is fully posted, for example the sales invoice is posted.
Inventory transaction	Issue status	Quotation issue	Issue exists only because of a quotation.
Inventory transaction	Receipt status	Ordered	Receipt is expected from an order.
Inventory transaction	Receipt status	Arrived	Items have arrived (item arrival journal) but are not yet registered or received.
Inventory transaction	Receipt status	Registered	Items are registered at receiving but not yet financially received.
Inventory transaction	Receipt status	Received	Physically received, for example product receipt posted.
Inventory transaction	Receipt status	Purchased	Receipt is fully posted, for example the vendor invoice is posted.
Inventory transaction	Receipt status	Quotation receipt	Receipt exists only because of a quotation.

Values reflect standard behavior. Labels can differ slightly by release, and customizations or ISV solutions can add statuses. Verify against the enum values in your own environment before coding against them.

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How to use this reference

Type a value such as Reserved physical or Delivered into the search box to see which object it belongs to. When building a report, data entity filter or Power BI measure, use the Object and Field columns to confirm you are filtering on the right field. A common error is filtering on document status when the question is about order status, which gives different answers for partially delivered orders.

Order status describes the order header lifecycle.
Document status shows the most recent posted document.
Inventory transaction status shows the stock level reality.

Status versus document status

Status moves forward when quantities are posted. For a sales order it goes from Open order to Delivered when the packing slip covers all quantity, then to Invoiced. Document status simply records the last document type posted, so an order can be Open order with a document status of Packing slip when only part of the quantity shipped. Reports that need open backlog should look at remaining quantity on the lines, not only at either status.

Inventory transaction statuses

The inventory transaction table is where reservations live. Reserved ordered means the system reserved against supply that has not arrived. Reserved physical means stock is on hand. Picked and Deducted show warehouse and posting progress. Receipt statuses run from Ordered through Arrived, Registered and Received to Purchased. When on-hand looks wrong, filter the inventory transactions for the item and compare these statuses to the documents posted.

Developer and reporting notes

These values are base enums, and the stored integer values differ from the labels, so do not hardcode numbers. In X++ use the enum name such as SalesStatus::Invoiced, and in OData filters use the symbol name that the entity metadata exposes. Test filters in a sandbox because custom extensions can add values.

Frequently Asked Questions

What is the difference between status and document status on a sales order?

Status is the lifecycle of the order itself, such as Open order, Delivered or Invoiced. Document status records the most recent document posted for it, such as Confirmation, Pick list, Packing slip or Invoice. They often differ when only part of an order has shipped.

What does Reserved ordered mean in D365?

It means the quantity is reserved against expected incoming supply, such as a purchase order or production order, rather than stock physically on hand. Reserved physical means the reservation is against stock that is on hand in the warehouse.

Why is my purchase order Open order but fully received?

Status moves to Received only when product receipts cover all line quantity, and to Invoiced when invoices cover it. Over-delivery tolerances, canceled remainder quantities or unposted receipts can leave the header open. Check line quantities remaining and posted documents.

Can I add my own status values?

Base enums can be extended through the extension model, and ISVs often do. That is why you should confirm the value list in your own environment before relying on this table for filters or integrations.

If your teams keep asking what is open, late or reserved across orders, Netray can help set up read-only questions over your D365 data that apply these status rules consistently.

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