> ## 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, Oracle ERP Cloud **Metrics type:** [Card](/nerve-centre/overview#metrics-types-explained) > 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](/nerve-centre/kpi-cards/oracle-erp/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](/nerve-centre/kpi-cards/oracle-erp/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** | Five things to notice: 1. **\$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. 2. **\$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](/nerve-centre/kpi-cards/oracle-erp/sales-orders-blocked-on-inventory-or-credit) card to see how much is on inventory hold. 3. **The Open SO Value is roughly 0.6 to 0.8 months of forward revenue** for this distributor (annual revenue $900M, ~$75M / month). $60M open / $75M = 0.8 month forward book, which is healthy for B2B distribution. 4. **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. 5. **Cross-platform 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](/nerve-centre/kpi-cards/oracle-erp/commerce-orders-without-oracle-erp-cloud-sales-order). ## Sibling cards merchants should reference together | Card | Why pair it with Open Sales Order Value | | ----------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------------------------------- | | [Sales Orders Blocked on Inventory or Credit](/nerve-centre/kpi-cards/oracle-erp/sales-orders-blocked-on-inventory-or-credit) | Subset of Open SOs that are stuck. The actionable bucket. | | [Open Sales Orders](/nerve-centre/kpi-cards/oracle-erp/oerp-open-sales-orders) | Count vs value. | | [Average Sales Order Value](/nerve-centre/kpi-cards/oracle-erp/average-sales-order-value) | Average ticket size; trend tells you whether the order book is mixed up or down. | | [Sales Order State Breakdown](/nerve-centre/kpi-cards/oracle-erp/oerp-so-state-breakdown) | Pie of Entered / Booked / Awaiting Shipping / Shipped Not Invoiced. The diagnostic complement. | | [Sales Order to Invoice Lead Time](/nerve-centre/kpi-cards/oracle-erp/sales-order-to-invoice-lead-time) | Cycle time. Open SO Value × cycle time tells you working capital tied up. | | [Revenue Booked into GL](/nerve-centre/kpi-cards/oracle-erp/revenue-booked-into-gl) | Today's GL is yesterday's open SOs that converted. | | [Revenue Gap vs Commerce](/nerve-centre/kpi-cards/oracle-erp/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 Details** The 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. | **Cross-connector reconciliation:** | 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](/nerve-centre/kpi-cards/oracle-erp/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 in `Shipped 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](/nerve-centre/kpi-cards/oracle-erp/oerp-so-state-breakdown). *** ### Tracked live in Vortex IQ Nerve Centre *Open Sales Order Value* is one of hundreds of KPI pulses Vortex IQ tracks across Oracle ERP Cloud 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.