Close Customer Order
Explanation
Use this function to close a customer order. The function can be used when you have
partially delivered an order on which you do not intend to have a final delivery. You also
can use this function if you have pick-reported fewer parts than ordered and you do not
intend to pick and deliver the remaining parts. In this way, the order will not receive
the Partially Delivered status. Instead, when delivering, the order receives the
Delivered status. The function can also be used if the order is only in
Released status,
but stage billing is used and there exists invoiced stage billing stages. In
this situation the customer order cannot be canceled, but instead by using the
close option the order will receive Invoiced/Closed status. You can also close a single order line.
Note that rental lines cannot be closed if there are
open rental events created for the closed quantity.
You can close an entire order from the
Customer Order window.
You can close an order line from the
Customer Order/Order Lines
tab,
Customer Order/Rental Order Lines
tab
or the
Package Structure window.
Prerequisites
- To be able to close an order, all order lines must have at least the Picked
status,
or Released status with invoiced stage billing.
- To be able to close an order line, this specific order line must have at
least the Picked status, or Released status with invoiced stage billing.
- If a customer order line is manually pegged against
a purchase order line or a shop order, you must remove the pegging to be
allowed to close the order.
- If it is a rental line that is closed, open rental
events must not exist for the quantity that will be closed.
System Effects
Closing a customer order:
- If the order was partially delivered before closing, the order status is updated to
Delivered.
- If the order had the Picked status before closing and if you have pick-reported fewer parts
than ordered, the order will receive the Delivered status when delivering instead of
getting the Partially Delivered status, as would normally be the case.
- All order lines that have the Partially Delivered status will acquire the
Delivered
status.
Closing a customer order line:
- The order line will acquire the Delivered status instead of the
Partially Delivered status. However, if a customer order line is partially delivered with the delivered quantity invoiced, then the status of the line will be set to Invoiced/Closed.
Closing a customer order with invoiced stage billing:
- The order will change from the Released to the Invoiced/Closed status as well as all
order lines that have Released status with invoiced stage billing.
Closing a customer order line with invoiced stage billing:
- The order line will acquire the Invoiced/Closed status instead of the
Released status.
General effects:
- If the customer order line has any shipment lines not picked or
delivered, these will be removed.
Window
Customer Order
Related Window Descriptions
Customer Order
Customer Order/Order Lines
Customer Order/Rental Order Lines
Package Structure
Procedure
Close an entire order:
- Use the Populate or Query function to display the appropriate order.
- Right-click on the upper part of the window and then click Close Order.
Click OK in the dialog box that appears.
Close an order line:
- Use the Populate or Query function to display the appropriate order.
- Mark the order line in question. Right-click in the lower part of the
window and then click Close Order Line. Click OK in the dialog
box that appears.