# Mark the services of a sales order as finished

Set the “services finished” flag on a confirmed sales order so weclapp completes the related service tasks.

Source: https://ai.wals.pro/help/services-finished
Last reviewed: 2026-10-31

## What you can do with it

Once the services of a sales order have been delivered, your AI assistant sets the **Leistungen erledigt** (services finished) flag on the sales order. weclapp then completes the service tasks of the order. You do not need to tick off the tasks one by one in weclapp.

## How it works

1. Use an [identity check](https://ai.wals.pro/help/first-questions) to confirm you are working in the right system.
2. Name the sales order, for example: **“The services for sales order 1234 are delivered. Mark them as finished and show me the preview first.”**
3. Check the preview. It shows the sales order and anything that prevents the change.
4. Approve the change.
5. The assistant then reads the sales order again and confirms that the flag is set and that status, invoicing and shipping state are unchanged.

## When the assistant declines

- **Confirmed sales orders only:** the assistant declines drafts and closed sales orders. You cannot mark a closed sales order afterwards this way.
- **One direction only:** if the flag is already set, the assistant declines. Resetting it would not reopen the completed tasks in weclapp.
- **Tasks with a ticket:** if a service task of the sales order is linked to a ticket, or the task list cannot be read, the assistant stops.
- **Document email rule “sales order closed”:** if such a rule is active in weclapp, the assistant stops. A sales order that is already invoiced and shipped can be closed by the flag and would then trigger an email.
- **Large sales orders:** handle sales orders with more than 50 line items in weclapp.

## If the result is unclear

If the sales order differs from the expected state after the change, the assistant reports the change as possibly executed. Check the sales order in weclapp and do not approve a repeat.

## Good to know

- The action runs through the sales order's action catalog. It is available to roles that may edit sales orders, for example the Sales template and the Editor system role. See [Invite your team and understand permissions](https://ai.wals.pro/help/team).
- In weclapp you also need the right to edit sales orders and tasks.
- So far the flow has been checked on sales orders with single service line items. Check the result in weclapp for your first sales orders.

The basic approval rules are in [Review a preview and approve a change](https://ai.wals.pro/help/approvals).