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.
If you enter a package part with the supply code Internal Purchase Direct or Purchase
Order Direct, the customer order line cannot be closed at the component level.
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.