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
- 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.