feat: option to skip delivery note for service items in sales order (#58297)

* feat: option to skip delivery note for service items in sales order

* fix: reset stale skip delivery flags when setting is disabled

* fix: clear stale skip delivery note flag for non-sales order types

* fix: reset auto skip delivery flags on switch to maintenance order

* refactor: replace sales order skip_delivery_note with item level skip_delivery

* chore: drop skip delivery migration patch

* fix: honor legacy skip_delivery_note flag instead of data migration

erpnext/accounts/doctype/sales_invoice/sales_invoice.py

@@ -614,6 +614,7 @@ class SalesInvoice(SellingController):
 					"percent_join_field": "sales_order",
 					"status_field": "delivery_status",
 					"keyword": "Delivered",
+					"exclude_field": "skip_delivery",
 					"second_source_dt": "Delivery Note Item",
 					"second_source_field": "qty",
 					"second_join_field": "so_detail",

erpnext/accounts/services/child_item_update.py

@@ -144,6 +144,7 @@ class ChildItemUpdater:
 			if parent.is_against_so():
 				parent.update_status_updater()
 		elif self.parent_doctype == "Sales Order":
+			parent.set_skip_delivery()
 			parent.check_credit_limit()
 
 		for idx, row in enumerate(parent.get(self.child_docname), start=1):

erpnext/controllers/status_updater.py

@@ -605,14 +605,21 @@ class StatusUpdater(Document):
 
 	@staticmethod
 	def _calculate_target_parent_percentage(
-		name, target_parent_dt, target_dt, target_ref_field, target_field
+		name, target_parent_dt, target_dt, target_ref_field, target_field, exclude_field=None
 	):
+		filters = {"parent": name, "parenttype": target_parent_dt}
+		if exclude_field:
+			filters[exclude_field] = 0
+
 		child_records = frappe.get_all(
 			target_dt,
-			filters={"parent": name, "parenttype": target_parent_dt},
+			filters=filters,
 			fields=[target_ref_field, target_field],
 		)
 
+		if exclude_field and not child_records:
+			return 100
+
 		# For operator dicts, the alias is in the "as" key; for strings, use the field name directly
 		ref_key = target_ref_field.get("as") if isinstance(target_ref_field, dict) else target_ref_field
 
@@ -671,6 +678,7 @@ class StatusUpdater(Document):
 					args["target_dt"],
 					args["target_ref_field"],
 					args["target_field"],
+					args.get("exclude_field"),
 				)
 			# update field
 			if args.get("status_field"):

erpnext/manufacturing/doctype/work_order/work_order.py

@@ -524,7 +524,8 @@ class WorkOrder(Document):
 				.on(ProductBundleItem.parent == SalesOrderItem.item_code)
 				.select(SalesOrder.name, SalesOrder.project, SalesOrderItem.delivery_date)
 				.where(
-					(SalesOrder.skip_delivery_note == 0)
+					(SalesOrderItem.skip_delivery == 0)
+					& (SalesOrder.skip_delivery_note == 0)
 					& (SalesOrder.docstatus == 1)
 					& (SalesOrder.name == self.sales_order)
 					& (
@@ -545,6 +546,7 @@ class WorkOrder(Document):
 					.select(SalesOrder.name, SalesOrder.project, SalesOrderItem.delivery_date)
 					.where(
 						(SalesOrder.name == self.sales_order)
+						& (SalesOrderItem.skip_delivery == 0)
 						& (SalesOrder.skip_delivery_note == 0)
 						& (SalesOrderItem.item_code == PackedItem.parent_item)
 						& (SalesOrder.docstatus == 1)

erpnext/selling/doctype/sales_order/mapper.py

@@ -307,8 +307,10 @@ def make_delivery_note(
 				return False
 
 		return (
-			(abs(doc.delivered_qty) < abs(doc.qty)) or is_unit_price_row(doc)
-		) and doc.delivered_by_supplier != 1
+			((abs(doc.delivered_qty) < abs(doc.qty)) or is_unit_price_row(doc))
+			and doc.delivered_by_supplier != 1
+			and not cint(doc.skip_delivery)
+		)
 
 	def update_item(source, target, source_parent):
 		target.base_amount = (flt(source.qty) - flt(source.delivered_qty)) * flt(source.base_rate)

erpnext/selling/doctype/sales_order/sales_order.js

@@ -1020,11 +1020,14 @@ erpnext.selling.SalesOrderController = class SalesOrderController extends erpnex
 			if (doc.status !== "Closed") {
 				if (doc.status !== "On Hold") {
 					const items_are_deliverable = this.frm.doc.items.some(
-						(item) => item.delivered_by_supplier === 0 && item.qty > flt(item.delivered_qty)
+						(item) =>
+							!item.skip_delivery &&
+							item.delivered_by_supplier === 0 &&
+							item.qty > flt(item.delivered_qty)
 					);
 					allow_delivery =
-						(this.frm.doc.has_unit_price_items || items_are_deliverable) &&
-						!this.frm.doc.skip_delivery_note;
+						!this.frm.doc.skip_delivery_note &&
+						(this.frm.doc.has_unit_price_items || items_are_deliverable);
 
 					if (this.frm.has_perm("submit")) {
 						if (flt(doc.per_delivered) < 100 || flt(doc.per_billed) < 100) {
@@ -1426,14 +1429,12 @@ erpnext.selling.SalesOrderController = class SalesOrderController extends erpnex
 		});
 	}
 
-	skip_delivery_note() {
-		this.toggle_delivery_date();
-	}
-
 	toggle_delivery_date() {
+		const items = this.frm.doc.items || [];
+		const all_skipped = items.length && items.every((item) => item.skip_delivery);
 		this.frm.fields_dict.items.grid.toggle_reqd(
 			"delivery_date",
-			this.frm.doc.order_type == "Sales" && !this.frm.doc.skip_delivery_note
+			this.frm.doc.order_type == "Sales" && !all_skipped
 		);
 	}
 

erpnext/selling/doctype/sales_order/sales_order.json

@@ -312,7 +312,6 @@
   },
   {
    "allow_on_submit": 1,
-   "depends_on": "eval:!doc.skip_delivery_note",
    "fieldname": "delivery_date",
    "fieldtype": "Date",
    "hide_days": 1,
@@ -1478,16 +1477,6 @@
    "options": "Phone",
    "read_only": 1
   },
-  {
-   "default": "0",
-   "depends_on": "eval:doc.order_type == 'Maintenance';",
-   "fieldname": "skip_delivery_note",
-   "fieldtype": "Check",
-   "hide_days": 1,
-   "hide_seconds": 1,
-   "label": "Skip Delivery Note",
-   "print_hide": 1
-  },
   {
    "default": "0",
    "fetch_from": "customer.is_internal_customer",
@@ -1708,6 +1697,16 @@
    "options": "Contact",
    "print_hide": 1
   },
+  {
+   "default": "0",
+   "fieldname": "skip_delivery_note",
+   "fieldtype": "Check",
+   "hidden": 1,
+   "label": "Skip Delivery Note",
+   "no_copy": 1,
+   "print_hide": 1,
+   "read_only": 1
+  },
   {
    "default": "0",
    "fieldname": "has_unit_price_items",
@@ -1826,7 +1825,7 @@
  "idx": 105,
  "is_submittable": 1,
  "links": [],
- "modified": "2026-08-21 23:11:48.053347",
+ "modified": "2026-08-26 12:00:00.000000",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Sales Order",

erpnext/selling/doctype/sales_order/sales_order.py

@@ -222,6 +222,7 @@ class SalesOrder(SellingController):
 
 	def validate(self):
 		super().validate()
+		self.set_skip_delivery()
 		self.validate_delivery_date()
 		self.validate_proj_cust()
 		self.validate_po()
@@ -268,7 +269,7 @@ class SalesOrder(SellingController):
 
 	def validate_po(self):
 		# validate p.o date v/s delivery date
-		if self.po_date and not self.skip_delivery_note:
+		if self.po_date and not self.delivery_not_required():
 			for d in self.get("items"):
 				if d.delivery_date and getdate(self.po_date) > getdate(d.delivery_date):
 					frappe.throw(
@@ -277,7 +278,7 @@ class SalesOrder(SellingController):
 						)
 					)
 
-		if self.po_no and self.customer and not self.skip_delivery_note:
+		if self.po_no and self.customer and not self.delivery_not_required():
 			so = frappe.db.get_value(
 				"Sales Order",
 				filters={
@@ -347,6 +348,44 @@ class SalesOrder(SellingController):
 
 		return frappe.db.exists("Item", {"name": ["in", bundle_items], "is_stock_item": 1}) is not None
 
+	def set_skip_delivery(self):
+		enabled = cint(frappe.get_single_value("Selling Settings", "skip_delivery_note_for_service_items"))
+		for d in self.get("items"):
+			d.skip_delivery = cint(
+				bool(enabled) and not cint(d.delivered_by_supplier) and not self.requires_delivery(d)
+			)
+
+		self.set_delivery_progress()
+
+	def delivery_not_required(self):
+		if cint(self.get("skip_delivery_note")):
+			return True
+
+		return bool(self.get("items")) and all(cint(d.skip_delivery) for d in self.get("items"))
+
+	def set_delivery_progress(self):
+		if self.delivery_not_required():
+			self.per_delivered = 100
+			self.delivery_status = "Not Applicable"
+			return
+
+		deliverable = [d for d in self.get("items") if not cint(d.skip_delivery)]
+		total_qty = sum(abs(flt(d.qty)) for d in deliverable)
+		delivered_qty = sum(min(abs(flt(d.delivered_qty)), abs(flt(d.qty))) for d in deliverable)
+		self.per_delivered = round(delivered_qty / total_qty * 100, 6) if total_qty else 0
+
+		if self.delivery_status == "Not Applicable":
+			self.delivery_status = self._determine_status(self.per_delivered, "Delivered")
+
+	def requires_delivery(self, row):
+		is_stock_item, is_fixed_asset = frappe.get_cached_value(
+			"Item", row.item_code, ["is_stock_item", "is_fixed_asset"]
+		)
+		if is_stock_item or is_fixed_asset:
+			return True
+
+		return self.has_product_bundle(row.item_code) and self.product_bundle_has_stock_item(row.item_code)
+
 	def validate_sales_mntc_quotation(self):
 		quotation_names = [d.prevdoc_docname for d in self.get("items") if d.prevdoc_docname]
 
@@ -364,7 +403,7 @@ class SalesOrder(SellingController):
 				frappe.msgprint(_("Quotation {0} not of type {1}").format(d.prevdoc_docname, self.order_type))
 
 	def validate_delivery_date(self):
-		if self.order_type == "Sales" and not self.skip_delivery_note:
+		if self.order_type == "Sales" and not self.delivery_not_required():
 			delivery_date_list = [d.delivery_date for d in self.get("items") if d.delivery_date]
 			max_delivery_date = max(delivery_date_list) if delivery_date_list else None
 			if (max_delivery_date and not self.delivery_date) or (
@@ -762,6 +801,7 @@ def get_events(start: str, end: str, filters: str | dict | None = None):
 			SalesOrderItem.delivery_date,
 		)
 		.distinct()
+		.where(SalesOrderItem.skip_delivery == 0)
 		.where(SalesOrder.skip_delivery_note == 0)
 		.where(SalesOrder.docstatus < 2)
 		.where(SalesOrderItem.delivery_date.between(start, end))

erpnext/selling/doctype/sales_order/sales_order_list.js

@@ -9,8 +9,8 @@ frappe.listview_settings["Sales Order"] = {
 		"status",
 		"advance_payment_status",
 		"order_type",
-		"name",
 		"skip_delivery_note",
+		"name",
 	],
 	get_indicator: function (doc) {
 		if (doc.status === "Closed") {
@@ -23,7 +23,7 @@ frappe.listview_settings["Sales Order"] = {
 			return [__("Completed"), "green", "status,=,Completed"];
 		} else if (doc.advance_payment_status === "Requested") {
 			return [__("To Pay"), "gray", "advance_payment_status,=,Requested"];
-		} else if (!doc.skip_delivery_note && flt(doc.per_delivered) < 100) {
+		} else if (flt(doc.per_delivered) < 100 && !doc.skip_delivery_note) {
 			if (frappe.datetime.get_diff(doc.delivery_date) < 0) {
 				// not delivered & overdue
 				return [
@@ -50,14 +50,12 @@ frappe.listview_settings["Sales Order"] = {
 				return [__("To Deliver"), "orange", "per_delivered,<,100|per_billed,=,100|status,!=,Closed"];
 			}
 		} else if (
-			flt(doc.per_delivered) === 100 &&
+			(flt(doc.per_delivered) === 100 || doc.skip_delivery_note) &&
 			flt(doc.grand_total) !== 0 &&
 			flt(doc.per_billed) < 100
 		) {
 			// to bill
 			return [__("To Bill"), "orange", "per_delivered,=,100|per_billed,<,100|status,!=,Closed"];
-		} else if (doc.skip_delivery_note && flt(doc.per_billed) < 100) {
-			return [__("To Bill"), "orange", "per_billed,<,100|status,!=,Closed"];
 		}
 	},
 	onload: function (listview) {

erpnext/selling/doctype/sales_order/services/status.py

@@ -50,6 +50,9 @@ class StatusService:
 		tot_qty, delivered_qty = 0.0, 0.0
 
 		for item in doc.items:
+			if item.skip_delivery:
+				continue
+
 			if item.delivered_by_supplier:
 				item_delivered_qty = frappe.get_all(
 					"Purchase Order Item",

erpnext/selling/doctype/sales_order/test_sales_order.py

@@ -107,28 +107,119 @@ class TestSalesOrder(ERPNextTestSuite):
 		mr.reload()
 		self.assertRaises(frappe.ValidationError, make_material_request, so.name)
 
-	def test_sales_order_skip_delivery_note(self):
-		so = make_sales_order(do_not_submit=True)
+	@ERPNextTestSuite.change_settings("Selling Settings", {"skip_delivery_note_for_service_items": 1})
+	def test_maintenance_order_completes_with_service_items(self):
+		service_item = make_item("_Test Service Item For Skip DN", {"is_stock_item": 0}).name
+		so = make_sales_order(item_code=service_item, qty=2, rate=100, do_not_submit=True)
 		so.order_type = "Maintenance"
-		so.skip_delivery_note = 1
-		so.append(
-			"items",
-			{
-				"item_code": "_Test Item 2",
-				"qty": 2,
-				"rate": 100,
-			},
-		)
 		so.save()
 		so.submit()
 
-		so.reload()
+		self.assertEqual(so.items[0].skip_delivery, 1)
+		self.assertEqual(flt(so.per_delivered), 100)
+		self.assertEqual(so.delivery_status, "Not Applicable")
+
 		si = make_sales_invoice(so.name)
 		si.insert()
 		si.submit()
+
 		so.reload()
 		self.assertEqual(so.status, "Completed")
 
+	@ERPNextTestSuite.change_settings("Selling Settings", {"skip_delivery_note_for_service_items": 1})
+	def test_auto_skip_delivery_note_for_service_items(self):
+		service_item = make_item("_Test Service Item For Skip DN", {"is_stock_item": 0}).name
+		so = make_sales_order(item_code=service_item, qty=2, rate=100)
+		so.reload()
+
+		self.assertEqual(so.items[0].skip_delivery, 1)
+		self.assertEqual(flt(so.per_delivered), 100)
+		self.assertEqual(so.delivery_status, "Not Applicable")
+		self.assertEqual(so.status, "To Bill")
+
+		si = make_sales_invoice(so.name)
+		si.insert()
+		si.submit()
+
+		so.reload()
+		self.assertEqual(so.status, "Completed")
+
+	@ERPNextTestSuite.change_settings("Selling Settings", {"skip_delivery_note_for_service_items": 1})
+	def test_mixed_sales_order_with_service_items(self):
+		service_item = make_item("_Test Service Item For Skip DN", {"is_stock_item": 0}).name
+		make_stock_entry(item_code="_Test Item", target="_Test Warehouse - _TC", qty=10, rate=100)
+
+		so = make_sales_order(
+			item_list=[
+				{
+					"item_code": "_Test Item",
+					"qty": 2,
+					"rate": 100,
+					"warehouse": "_Test Warehouse - _TC",
+				},
+				{"item_code": service_item, "qty": 1, "rate": 50},
+			]
+		)
+
+		self.assertEqual(so.items[0].skip_delivery, 0)
+		self.assertEqual(so.items[1].skip_delivery, 1)
+
+		dn = make_delivery_note(so.name)
+		self.assertEqual(len(dn.items), 1)
+		self.assertEqual(dn.items[0].item_code, "_Test Item")
+		dn.insert()
+		dn.submit()
+
+		so.reload()
+		self.assertEqual(flt(so.per_delivered), 100)
+
+		si = make_sales_invoice(so.name)
+		si.insert()
+		si.submit()
+
+		so.reload()
+		self.assertEqual(so.status, "Completed")
+
+	@ERPNextTestSuite.change_settings("Selling Settings", {"skip_delivery_note_for_service_items": 1})
+	def test_no_skip_delivery_for_bundle_with_stock_items(self):
+		make_item("_Test Bundle Parent For Skip DN", {"is_stock_item": 0})
+		make_item("_Test Bundle Child For Skip DN", {"is_stock_item": 1})
+		make_product_bundle("_Test Bundle Parent For Skip DN", ["_Test Bundle Child For Skip DN"], 1)
+
+		so = make_sales_order(item_code="_Test Bundle Parent For Skip DN", qty=1, rate=100)
+
+		self.assertEqual(so.items[0].skip_delivery, 0)
+
+	def test_service_item_needs_delivery_when_setting_disabled(self):
+		service_item = make_item("_Test Service Item For Skip DN", {"is_stock_item": 0}).name
+		so = make_sales_order(item_code=service_item, qty=1, rate=100)
+
+		self.assertEqual(so.items[0].skip_delivery, 0)
+		self.assertEqual(flt(so.per_delivered), 0)
+
+		si = make_sales_invoice(so.name)
+		si.insert()
+		si.submit()
+
+		so.reload()
+		self.assertEqual(so.status, "To Deliver")
+
+	@ERPNextTestSuite.change_settings("Selling Settings", {"skip_delivery_note_for_service_items": 1})
+	def test_stale_skip_delivery_cleared_after_setting_disabled(self):
+		service_item = make_item("_Test Service Item For Skip DN", {"is_stock_item": 0}).name
+		so = make_sales_order(item_code=service_item, qty=1, rate=100, do_not_submit=True)
+
+		self.assertEqual(so.items[0].skip_delivery, 1)
+		self.assertEqual(flt(so.per_delivered), 100)
+		self.assertEqual(so.delivery_status, "Not Applicable")
+
+		with self.change_settings("Selling Settings", {"skip_delivery_note_for_service_items": 0}):
+			so.save()
+
+		self.assertEqual(so.items[0].skip_delivery, 0)
+		self.assertEqual(flt(so.per_delivered), 0)
+		self.assertEqual(so.delivery_status, "Not Delivered")
+
 	@ERPNextTestSuite.change_settings(
 		"Selling Settings", {"allow_multiple_items": 1, "allow_negative_rates_for_items": 1}
 	)

erpnext/selling/doctype/sales_order_item/sales_order_item.json

@@ -70,6 +70,7 @@
   "gross_profit",
   "drop_ship_section",
   "delivered_by_supplier",
+  "skip_delivery",
   "supplier",
   "item_weight_details",
   "weight_per_unit",
@@ -203,7 +204,6 @@
   {
    "allow_on_submit": 1,
    "columns": 2,
-   "depends_on": "eval: !parent.skip_delivery_note",
    "fieldname": "delivery_date",
    "fieldtype": "Date",
    "in_list_view": 1,
@@ -507,6 +507,16 @@
    "label": "Supplier delivers to Customer",
    "print_hide": 1
   },
+  {
+   "default": "0",
+   "fieldname": "skip_delivery",
+   "fieldtype": "Check",
+   "hidden": 1,
+   "label": "Skip Delivery",
+   "no_copy": 1,
+   "print_hide": 1,
+   "read_only": 1
+  },
   {
    "allow_on_submit": 1,
    "fieldname": "supplier",
@@ -1056,7 +1066,7 @@
  "idx": 1,
  "istable": 1,
  "links": [],
- "modified": "2026-08-07 17:31:31.732720",
+ "modified": "2026-08-25 10:00:00.000000",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Sales Order Item",

erpnext/selling/doctype/sales_order_item/sales_order_item.py

@@ -83,6 +83,7 @@ class SalesOrderItem(Document):
 		requested_qty: DF.Float
 		reserve_stock: DF.Check
 		returned_qty: DF.Float
+		skip_delivery: DF.Check
 		stock_qty: DF.Float
 		stock_reserved_qty: DF.Float
 		stock_uom: DF.Link | None

erpnext/selling/doctype/selling_settings/selling_settings.json

@@ -32,6 +32,7 @@
   "sales_transactions_settings_section",
   "so_required",
   "dn_required",
+  "skip_delivery_note_for_service_items",
   "sales_update_frequency",
   "column_break_5",
   "allow_multiple_items",
@@ -116,6 +117,13 @@
    "label": "Is Delivery Note required to create Sales Invoice?",
    "options": "No\nYes"
   },
+  {
+   "default": "0",
+   "description": "Non-stock items will not require a Delivery Note. Sales Orders will be marked as Completed once all stock items are delivered and the order is fully billed",
+   "fieldname": "skip_delivery_note_for_service_items",
+   "fieldtype": "Check",
+   "label": "Skip Delivery Note Creation for Service Items"
+  },
   {
    "default": "Daily",
    "description": "The frequency at which project progress and company transaction details will be updated. Set it to daily or monthly if you post a lot of transactions.",
@@ -435,7 +443,7 @@
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2026-04-29 11:05:48.836362",
+ "modified": "2026-08-19 11:00:00.000000",
  "modified_by": "Administrator",
  "module": "Selling",
  "name": "Selling Settings",

erpnext/stock/doctype/delivery_note/delivery_note.py

@@ -172,6 +172,7 @@ class DeliveryNote(SellingController):
 				"percent_join_field": "against_sales_order",
 				"status_field": "delivery_status",
 				"keyword": "Delivered",
+				"exclude_field": "skip_delivery",
 				"second_source_dt": "Sales Invoice Item",
 				"second_source_field": "qty",
 				"second_join_field": "so_detail",