Best Practice: Delivery Date of Project Sales Order

ERPNext Selling/CRM
1

Hi,

Scenario:
I have a contract that runs for several months. A sales order is generated when the sale (contract) is confirmed. The project is billed monthly at a fixed rate.

So as not to have the sales Order appear as overdue before the project is finished, what’s the best practice for Sales Order ‘Delivery Date’? Is there any implication in invoicing if the delivery date is set as the day of project completion (i.e. last day of last month)?

Thanks.

2

Hello,

So as not to have the sales Order appear as overdue before the project
is finished, what’s the best practice for Sales Order ‘Delivery Date’?
Is there any implication in invoicing if the delivery date is set as the
day of project completion (i.e. last day of last month)?

That should be fine. Not sure if Delivery Date should always be last date of the month. But I think it’s fine to show Sales Order as overdue if Project’s Due Date (which will be entered as Delivery Date) has arrived and Order is not fulfilled.

3

Thanks. Will look into that.