> ## 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.

# Sales Order State Breakdown, Microsoft Dynamics 365

**Metrics type:** [Card](/nerve-centre/overview#metrics-types-explained)

> Pending Approval / Pending Fulfilment / Pending Billing / Closed mix in Business Central.

## At a glance

|                    |                                                                                         |
| ------------------ | --------------------------------------------------------------------------------------- |
| **What it counts** | Open / Released / Pending Approval / Pending Prepayment counts and dollar values in BC. |
| **Tax treatment**  | Net of VAT for value.                                                                   |
| **Currency**       | Reporting Currency.                                                                     |
| **Time window**    | `RT`                                                                                    |
| **Alert trigger**  | `-`                                                                                     |
| **Roles**          | owner, 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

US distributor, snapshot:

| State                   | Count   | Value       |
| ----------------------- | ------- | ----------- |
| Open                    | 142     | \$1.84M     |
| Pending Approval        | 38      | \$620K      |
| Released                | 286     | \$4.18M     |
| Released + partial ship | 24      | \$920K      |
| **Total**               | **490** | **\$7.56M** |

## Sibling cards merchants should reference together

| Card                                                                                                           | Why pair   |
| -------------------------------------------------------------------------------------------------------------- | ---------- |
| [Open Sales Order Value](/nerve-centre/kpi-cards/microsoft-dynamics/msd-open-so-value)                         | Total.     |
| [Sales Orders Blocked](/nerve-centre/kpi-cards/microsoft-dynamics/sales-orders-blocked-on-inventory-or-credit) | Stuck SOs. |
| [SO to Invoice Lead Time](/nerve-centre/kpi-cards/microsoft-dynamics/sales-order-to-invoice-lead-time)         | Velocity.  |

## Reconciling against the vendor's own dashboard

**Where to look in Business Central:**

> **Sales Orders > Filter by Status**

**Why may differ:**

| Reason                         | Direction | Why                                                  |
| ------------------------------ | --------- | ---------------------------------------------------- |
| **AL Extension custom states** | Either    | Custom states mapped to standard states in field map |

**Cross-connector reconciliation:**

No commerce-side counterpart.

## Known limitations / merchant FAQs

**BC's Status enum?**
Open, Released, Pending Approval, Pending Prepayment.

**Released + partial ship?**
Subset of Released where Qty Shipped > 0 but not all lines shipped.

**Custom workflow states?**
Mapped via field map.

***

### Tracked live in Vortex IQ Nerve Centre

*Sales Order State Breakdown* 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.