> ## Documentation Index > Fetch the complete documentation index at: https://docs.vortexiq.ai/llms.txt > Use this file to discover all available pages before exploring further. # Open Sales Order Value, Microsoft Dynamics 365 **Metrics type:** [Card](/nerve-centre/overview#metrics-types-explained) > Live value of all open Sales Orders not yet invoiced in Business Central. The forward revenue book. ## At a glance > Total dollar value of Sales Orders that are open in Business Central (Document Type = `Order`, Status `Open` or `Released`) and have not yet been fully Invoiced. The forward revenue book. | | | | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **What it counts** | `SUM(Sales Header.Amount)` where `Document Type = 'Order'` and matching Sales Lines have `Outstanding Quantity > 0` or `Qty. to Invoice > 0`. Excludes Quotes, Blanket Orders, and any Order that has been fully invoiced. Status `Pending Approval`, `Open`, and `Released` all included. | | **VAT / tax treatment** | **Net of VAT.** BC's Sales Header `Amount` field is exclusive of VAT in the standard UK / EU localisations; `Amount Including VAT` is the gross figure. This card uses `Amount` for parity with the GL revenue card. | | **Shipping** | Included if shipping is configured to post to revenue. The Sales Line for shipping carries the `Type = G/L Account` row pointing to the shipping income account. | | **Discounts** | Deducted at line level. Line Discount Amount and Invoice Discount Amount reduce the Sales Line `Amount` before it sums into this card. | | **Released-but-shipped** | Included. An Order in `Released` state with shipped lines but no posted Invoice still has `Outstanding Quantity > 0` from a billing perspective; the value sits in this card until Post Invoice runs. | | **Cancelled orders** | Excluded. Sales Orders deleted via the Cancel action drop out immediately; voided lines drop out at the line level. | | **Currency** | Multi-Company tenants: each Company's open SOs translated to the Reporting Currency at current Currency Exchange Rate. The total is the consolidated forward book. | | **OData freshness** | Pulled from `salesOrders` OData v2.0 endpoint with a 5-minute cache. Status changes propagate near real-time. | | **Time window** | `RT` (real-time snapshot, not a window) | | **Alert trigger** | `-` (no default alert; pair with [Sales Orders Blocked](/nerve-centre/kpi-cards/microsoft-dynamics/sales-orders-blocked-on-inventory-or-credit) for actionable triggers) | | **Roles** | owner, finance, operations | ## Calculation Calculated automatically from your Microsoft Dynamics 365 data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading. ## Worked example A US wholesale electronics distributor running Business Central Online with a single Company, \$90M annual revenue, mostly B2B Net-30 / Net-45 terms. Snapshot taken on 14 Apr 26. | Component | Value (USD) | | --------------------------------------------------------------- | --------------- | | Open SOs in `Open` state (no approval workflow yet) | \$1,840,000 | | Open SOs in `Pending Approval` (>\$50K threshold) | \$620,000 | | Open SOs in `Released` (approved, awaiting fulfilment) | \$4,180,000 | | Open SOs `Released` + partially shipped (awaiting Post Invoice) | \$920,000 | | **Open Sales Order Value (this card)** | **\$7,560,000** | Five things to notice: 1. **The `Released + partially shipped` bucket (\$920K) is the working-capital trap.** Goods are out of the warehouse, the customer has them, but no Posted Sales Invoice means no Customer Ledger Entry. The customer's Net-30 clock has not started ticking. This is the bucket the [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/microsoft-dynamics/revenue-gap-vs-commerce) card surfaces as `Released-Not-Invoiced`. 2. **`Pending Approval` (\$620K) is the credit-control queue.** BC's Approval Workflow holds Sales Orders above a configured threshold for Finance signoff. If approvers are slow, this number grows. Pair this card with [Sales Orders Blocked](/nerve-centre/kpi-cards/microsoft-dynamics/sales-orders-blocked-on-inventory-or-credit) to see the median age of pending approvals. 3. \*\*The total $7.56M is roughly 1 month of GL revenue.** A healthy ratio; the merchant's monthly average Invoiced Revenue is $7.4M. Open SOs at 1.5x or 2x monthly revenue indicates a fulfilment backlog. Open SOs at \< 0.5x indicates a sales pipeline collapse. 4. **Quotes are excluded.** A Sales Quote (`Document Type = Quote`) is a non-binding price offer; it does not create inventory commitments and is not in this card. If your team works in Quotes that auto-convert to Orders, only the converted portion shows up here. 5. **Blanket Orders are excluded.** A Blanket Order is a master agreement (e.g. customer commits to 12,000 units over 12 months); the actual orders are released as Make-to-Order Sales Orders against the Blanket. Only the released SOs show in this card. ## Sibling cards merchants should reference together | Card | Why pair it with Open SO Value | | -------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------- | | [Sales Orders Blocked](/nerve-centre/kpi-cards/microsoft-dynamics/sales-orders-blocked-on-inventory-or-credit) | The actionable subset: SOs stuck on credit hold, missing inventory, or pending approval. | | [Revenue Booked into GL](/nerve-centre/kpi-cards/microsoft-dynamics/revenue-booked-into-gl) | Backward-looking partner. Open SOs become GL revenue once posted as Invoices. | | [SO to Invoice Lead Time](/nerve-centre/kpi-cards/microsoft-dynamics/sales-order-to-invoice-lead-time) | Tells you how fast the open book converts. | | [SO State Breakdown](/nerve-centre/kpi-cards/microsoft-dynamics/msd-so-state-breakdown) | Splits this number across Open / Pending / Released states. | | [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/microsoft-dynamics/revenue-gap-vs-commerce) | The Released-Not-Invoiced bucket here is the structural cause of the commerce-vs-GL gap. | | [Average Sales Order Value](/nerve-centre/kpi-cards/microsoft-dynamics/average-sales-order-value) | Helps interpret whether Open SO Value reflects more orders or larger orders. | | [Top B2B Accounts](/nerve-centre/kpi-cards/microsoft-dynamics/msd-top-b2b-accounts) | Concentration. Are 3 customers driving 60% of the open book? | ## Reconciling against the vendor's own dashboard **Where to look in Business Central:** > **Sales > Sales Orders** (List view, sort by Document Date, sum Amount column at the bottom) > **Reports > Sales > Sales Order Statistics** (period-scoped variant) > **Power BI > Sales Insights content pack > Open Orders tile** (single-Company) > **Role Centre > Activities cue tile** (Order Processor / Sales Manager profile) The Sales Orders list view at `https://businesscentral.dynamics.com/{tenant}/{environment}?company={company}&page=9305` matches this card to within rounding when filtered to the same Company. The Power BI Open Orders tile uses a slightly different filter (excludes `Pending Approval` by default) so it usually shows a smaller number than this card. **Why our number may legitimately differ from BC's reports:** | Reason | Direction | Why | | ------------------------------ | ----------------------- | -------------------------------------------------------------------------------------------------------- | | **Pending Approval inclusion** | Card higher | Power BI excludes `Pending Approval` by default; this card includes it (it is real economic commitment). | | **Currency translation** | Either | BC's per-Company Sales Order list shows Local Currency; this card consolidates to Reporting Currency. | | **Blanket Order treatment** | Either | Some BC reports show Blanket Orders as open; this card excludes them (only Released children count). | | **OData sync window** | Card up to 5 min behind | A new SO created in BC appears within 5 minutes via OData. | | **Multi-Company aggregation** | Card materially higher | Single-Company BC views always show one Company. This card sums across all connected. | **Cross-connector reconciliation:** | Card | Direction | Notes | | ------------------------------------------------------------------------ | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | [shopify.open\_orders\_value](/nerve-centre/shopify/open_orders) | Commerce ≥ BC subset | Shopify orders flow into BC as Sales Orders. The DTC-side count should be approximately equal once the AL connector has synced. Big discrepancies indicate sync issues. | | [bigcommerce.open\_orders\_value](/nerve-centre/bigcommerce/open_orders) | Commerce ≥ BC subset | B2B orders typically sit longer in `Released` state due to Net-30 invoicing cadence. | ## Known limitations / merchant FAQs **What is a healthy Open SO Value as a multiple of monthly revenue?** For DTC: 0.3 to 0.6x (orders flow through quickly). For B2B Net-30: 1.0 to 1.5x (Net-30 ship-to-bill lag stores up roughly one month of forward book). For B2B Net-60: 1.5 to 2.5x. Anything above 3x is a fulfilment backlog. **Does this include Quotes?** No. BC's `Document Type = Quote` is non-binding and excluded. If your sales process converts most Quotes to Orders, you may want a sister card on Quote Value; ask Vortex IQ to add it via the field map. **Does this include Blanket Orders?** No. Blanket Orders are master agreements; the actual stock commitments are in the Released child Sales Orders, which this card counts. **My BC tenant uses an AL Extension that adds custom approval states. Are those included?** Yes. The card uses the standard `Status` enum (`Open`, `Released`, `Pending Approval`, `Pending Prepayment`) and any custom states added by AL Extensions are mapped to `Open` by default. If your custom states should be excluded (e.g. a `Draft` state), the field map can override. **Power BI shows a different Open Orders number. Why?** The standard BC Power BI content pack tile excludes `Pending Approval` by default and is scoped to one Company. This card includes `Pending Approval` and sums across all connected Companies. To match Power BI exactly, filter the dashboard to the same Company and toggle off the Pending Approval inclusion. **How does this compare to NetSuite's Open SO Value?** Mathematically identical: `SUM(Open Sales Order Amount)`. The state-machine differs slightly. NetSuite uses `Pending Approval > Pending Fulfilment > Pending Billing > Billed`; BC uses `Open > Released > Posted`. Both have the same economic meaning. **Multi-currency, how is the consolidation done?** Each Company's open SOs are converted to Reporting Currency at the current Currency Exchange Rate (snapshot). Because this is a real-time card not a posted-period card, the FX rate moves day-to-day; expect 0.5 to 2% intra-month wobble from FX even if no new orders post. **Does this card include Drop-Ship Orders?** Yes. Drop-Ship Sales Orders (`Drop Shipment = Yes` on the Sales Line) are still Sales Orders in BC; the value commits regardless of whether the inventory comes from your warehouse or a vendor. **Why is this a hero card if there is no alert trigger?** Because the magnitude itself is informative: every CFO needs to know the size of the forward book at a glance. The actionable signals live on the sibling [Sales Orders Blocked](/nerve-centre/kpi-cards/microsoft-dynamics/sales-orders-blocked-on-inventory-or-credit) and [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/microsoft-dynamics/revenue-gap-vs-commerce) cards, which fire alerts when the open book stops moving forward. *** ### Tracked live in Vortex IQ Nerve Centre *Open Sales Order Value* is one of hundreds of KPI pulses Vortex IQ tracks across Microsoft Dynamics 365 and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. [Start for free](https://app.vortexiq.ai/login) or [book a demo](https://www.vortexiq.ai/contact-us) to see this metric running on your own data.