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.

You can close an entire order from Customer Order.

You can close an order line from Customer Order/Order Lines or Package Structure.

Prerequisites

• To be able to close an order, all order lines must have at least 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 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.

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 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 Released to 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.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Package Structure

Procedure

Close an entire order:

1. Use the Populate or Query function to display the appropriate order.
2. Select Close Order in the Operations menu or by right-clicking and clicking in the upper part of the window. 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 click Close Order Line. Click the OK in the dialog box that appears.