Close Sales Orders

Overview

When a Sales Order has been partially shipped, and the remaining items are not going to be shipped, you can close the Sales Order to remove it from the Open Order list. Once closed, the order cannot be modified.

How to Close a Sales Order

• Search for Sales Orders

  • Open the App Launcher and search for Sales Orders.

• Requirements for Closing

  • Ensure that any Open Warehouse Shipments are either posted or deleted before closing.

  • Closed Sales Orders will be excluded from demand planning.

• Close the Sales Order

  • Open the Sales Order and click the Close button.

  • This will check the Closed field and change the Document Status to Completed.

  • Any remaining allocations for the Sales Order will be automatically deleted.

How to Reopen a Closed Sales Order

• Reopen the Order

  • Open the closed Sales Order and click the Reopen button.

  • This will uncheck the Closed field and revert the Document Status to its original state.

Reallocate Inventory

• You must reallocate inventory for the Sales Order before creating a Warehouse Shipment for the order.

These steps allow you to manage the status of Sales Orders effectively, ensuring accurate demand planning and inventory control.