Orders Overview: checking and explaining amounts

In “Orders Overview”, trace totals back to their documents and correct differences at the source.

Open the page in Fluxe

Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.

Supporting documents

Prepare orders and related delivery and invoicing documents.

Completing and checking data

Select the company, period and relevant account, partner, item or warehouse filter. Check that all documents required for the period are finalized.
Under ‘Orders Overview’, compare item, ordered quantity, deadline, delivery and uninvoiced portion with the supporting records.
Compare each line with its delivery and invoice. Ordering, delivery and invoicing are distinct stages; check order closure separately.
For a difference, open the source records and check the document and entry. Correct through the appropriate workflow, then return and compare totals again.
- Open sources requiring review
Retain the verified report with explanations of significant differences. Use its total in returns only after reconciling it with the form's requirements.

Report amounts are explained and can support accounting and tax checks.

Official sources for this activity

Checked on 10 September 2026. Apply the rules for the period and the company's legal form.

Practical example

The order is for 20 units, with 8 delivered and an invoice linked to that delivery. Check the 12 units remaining to deliver and the uninvoiced portion by item. Do not close the order merely because there is an invoice for the first instalment.

Frequently asked questions and solutions

The total differs between two pages.

Compare the company, period, currency, filters and status of included documents or entries. Identify the difference by document or account before concluding that a report is incorrect.

The company total is correct, but a stock location or item differs. What should I check?

Compare movements by stock location, code and unit, then incoming, outgoing and transfer documents. Moving stock between locations may keep the company total while changing each local balance. Check the document and physical location before an inventory correction.