Live value of all open Sales Orders not yet invoiced in Oracle ERP Cloud. The forward revenue book.
At a glance
The dollar value of all open Sales Orders in Oracle Order Management that have not yet been invoiced via AutoInvoice. Snapshot, as of the last sync. The forward-looking revenue book that will become next month’s GL revenue.
| What it counts | SUM(DOO_HEADERS_ALL.ordered_amount - invoiced_amount) for Sales Orders in any open status: Entered, Booked, Awaiting Shipping, Partially Shipped, Shipped Not Invoiced. Closed and Fully-Invoiced orders excluded. Cancelled orders excluded. |
| Tax treatment | Net of tax by default to align with Revenue Booked into GL. Inclusive-tax view available via dashboard toggle. |
| Shipping | Included if shipping line items are on the SO. Most Oracle Order Management implementations price shipping as a separate SO line. |
| Discounts | Deducted at the SO line level via the Pricing module. |
| Refunds / Credit Memos | Excluded by definition; a Credit Memo is not a Sales Order. |
| Cancelled / voided orders | Excluded. SO status Cancelled removes the line from the open book. |
| Currency | Multi-Ledger: consolidated in reporting ledger currency at the daily corporate rate. SO line stays in transaction currency in the underlying record. |
| Business Unit scope | Respects dashboard filter. Default rolls up all BUs. |
| Time window | Real-time snapshot (RT). |
| Alert trigger | None by default. Pair with Sales Orders Blocked on Inventory or Credit for actionable triggers. |
| Roles | owner, finance, operations |
Calculation
Calculated automatically from your Oracle ERP Cloud 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 Fortune 500 industrial distributor on Oracle ERP Cloud. Three Business Units: US Distribution Inc, Canada Distribution Ltd, Mexico Distribucion SA. Snapshot 12 Apr 26.| Status | Order count | SO value (USD) |
|---|---|---|
| Entered (not yet booked) | 142 | $4,820,000 |
| Booked (approved, awaiting allocation) | 384 | $14,680,000 |
| Awaiting Shipping | 612 | $22,400,000 |
| Partially Shipped | 88 | $6,240,000 |
| Shipped Not Invoiced (AutoInvoice pending) | 248 | $11,820,000 |
| Total Open SO Value | 1,474 | $59,960,000 |
- $11.82M is sitting in Shipped Not Invoiced. This is the AutoInvoice queue. At a 4-hourly AutoInvoice schedule, this should clear within 24 hours; if it persists for days, the AutoInvoice program is failing or the validation is rejecting transactions back to the queue. The Functional Consultant should check the AutoInvoice Exceptions report.
- $22.4M Awaiting Shipping is the warehouse backlog. Healthy throughput is 1 to 3 days at this scale. If it’s older, drill into the Sales Orders Blocked on Inventory or Credit card to see how much is on inventory hold.
- The Open SO Value is roughly 0.6 to 0.8 months of forward revenue for this distributor (annual revenue 75M / month). 75M = 0.8 month forward book, which is healthy for B2B distribution.
- Open SO trend matters more than absolute. A rising trend at constant booking rate means fulfilment is slowing down. A falling trend at constant booking means warehouse is catching up or volume is declining.
- Cross-channel cross-check: The connected Salesforce Commerce Cloud B2B portal shows 1,498 orders in “submitted” / “shipped” / “fulfilled” states. The 24-order delta (1,498 vs 1,474) reflects the unmapped-customer queue surfaced on Commerce Orders Without Oracle Sales Order.
Sibling cards merchants should reference together
| Card | Why pair it with Open Sales Order Value |
|---|---|
| Sales Orders Blocked on Inventory or Credit | Subset of Open SOs that are stuck. The actionable bucket. |
| Open Sales Orders | Count vs value. |
| Average Sales Order Value | Average ticket size; trend tells you whether the order book is mixed up or down. |
| Sales Order State Breakdown | Pie of Entered / Booked / Awaiting Shipping / Shipped Not Invoiced. The diagnostic complement. |
| Sales Order to Invoice Lead Time | Cycle time. Open SO Value × cycle time tells you working capital tied up. |
| Revenue Booked into GL | Today’s GL is yesterday’s open SOs that converted. |
| Revenue Gap vs Commerce | The AutoInvoice Pending bucket on the gap card is the Shipped Not Invoiced subset of this card. |
Reconciling against the vendor’s own dashboard
Where to look in Oracle ERP Cloud:Navigator → Order Management → Manage Orders (filter status: Entered, Booked, Awaiting Shipping, Partially Shipped, Shipped Not Invoiced) OTBI → Order Management Real Time Subject Area → Sales Order Header DetailsThe Manage Orders search totalled by
Ordered Amount should match this card to within the AutoInvoice batch lag. For audit, run an OTBI analysis filtering Order Status NOT IN ('Cancelled', 'Closed') and summing Ordered Amount minus Invoiced Amount.
Why our number may legitimately differ from Oracle’s reports:
| Reason | Direction | Why |
|---|---|---|
| Currency translation | Either | Card consolidates at corporate rate; native UI shows transaction currency. |
| Sync lag | Card may understate | New SOs created in the last sync window appear in Oracle but not yet in the card. |
| Hold treatment | Either | SOs on hold (credit, inventory) still count as Open. Card aligns with this. |
| Status filter | Either | If you compare against a query that includes Cancelled, the native total exceeds the card. |
| Card | Direction | Notes |
|---|---|---|
| Commerce-platform open-orders cards | Approximate match | Commerce platforms track order status independently; lag plus unmapped orders cause divergence. |
| Revenue Gap vs Commerce | Same | The Shipped-Not-Invoiced subset of this card is the AutoInvoice Pending bucket on the gap card. |
Known limitations / merchant FAQs
What is a healthy ratio of Open SO Value to monthly revenue? For B2B distribution: 0.5 to 1.0 months of forward revenue. For DTC: 0.1 to 0.3 (DTC turns faster). Above 1.5 months: fulfilment is slowing, working capital is tied up, AutoInvoice may be backlogged. Below 0.3 for B2B: pipeline weakening or customers pulled forward orders into prior periods. Does this include Drop Ship Sales Orders? Yes if the SO is in your Order Management module. Drop Ship orders ship from a supplier directly to the customer; revenue still books to your ledger because Title transfers through your books. Configurable per implementation; the field map controls inclusion. RMA Sales Orders, do they count? No. Return Material Authorisation orders are a separate transaction type and reduce inventory rather than recognise revenue. Excluded by default. Why does the value differ between OTBI and Manage Orders UI? OTBI runs on the Real Time Subject Area which has a 5 to 15 minute cache; the UI has direct table reads. Differences are usually within sync lag and resolve within minutes. The card uses the REST API which sits between the two in freshness. Multi-Ledger architecture, single value or per-ledger? Card defaults to consolidated across all connected Business Units in the reporting ledger currency. Drill-down to per-BU available via the dashboard filter. Internal Sales Orders (intercompany), included? Configurable. Default: included for the originating BU (revenue side) and excluded after Financial Consolidation Hub elimination on the consolidated view. What does AutoInvoice Pending include? SOs inShipped Not Invoiced status awaiting the next AutoInvoice run. At healthy 4-hour cadence this should clear within a day. If older orders persist, check the AutoInvoice Exceptions report for validation failures (missing distributions, tax rule errors, currency conversion errors).
Order Management vs Distributed Order Orchestration (DOO), which view does this card use?
Both. The DOO module orchestrates fulfilment across multiple sources but the SO header sits in Order Management. The card sums header-level Ordered Amount; orchestration state per fulfilment line is available in Sales Order State Breakdown.