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 page.

You can close an order line from the Customer Order/Lines tab or Customer Order/Rental Lines tab.

Prerequisites

System Effects

Closing a customer order:

Closing a customer order line:

Closing a customer order with invoiced stage billing:

Closing a customer order line with invoiced stage billing:

General effects: