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:

1. Use the Populate or Query function to display the appropriate order.
2. 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:

1. Use the Populate or Query function to display the appropriate order.
2. 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.