Order to Invoice Workflow

Cross-Module Workflow

This guide describes the workflow from sales order creation to invoice generation and payment processing.

Overview

The Order to Invoice workflow covers:

1. Order Processing (Sales Module)

   • Sales order creation and validation
   • Order confirmation
   • Inventory reservation

2. Order Fulfillment (Operations Module)

   • Pick list generation
   • Packing and shipping
   • Delivery tracking

3. Invoice Generation (Sales Module)

   • Automatic invoice creation upon shipment
   • Invoice line items and calculations
   • Tax and discount application

4. Payment Processing (Finance Module)

   • Payment recording and reconciliation
   • Multiple payment methods
   • Partial payments support

5. Financial Recording (Finance Module)

   • Journal entry creation
   • Accounts receivable updates
   • Revenue recognition

State Transitions

Order (CONFIRMED) -> Order (IN_PROGRESS) -> Order (SHIPPED) -> Order (DELIVERED)
Invoice (DRAFT) -> Invoice (SENT) -> Invoice (PARTIALLY_PAID) -> Invoice (PAID)

Integration Points

• Sales orders trigger inventory reservations in Operations via OrderConfirmed event
• Shipment completion triggers invoice generation via OrderShipped event
• Invoice payments create Finance journal entries via PaymentReceived event
• Domain events coordinate cross-module workflows without direct coupling

API Flow Example

# 1. Confirm order (reserves inventory)
POST /api/v1/sales/orders/{id}/confirm

# 2. Ship order (triggers invoice)
POST /api/v1/sales/orders/{id}/ship

# 3. Apply payment to invoice
POST /api/v1/sales/invoices/{id}/payments

Related Documentation

• Order Management
• Order Workflow
• Invoice Generation
• Payment Processing
• Inventory Management