Sales Order Closure
Sales Order Closure clears the order book. You list the sales order lines that are still open, pick the ones the customer will no longer take, and Save stops any further delivery against them.
What it is for
An order delivered in part stays open for the rest. When the customer will not take the rest, a closure document says so, line by line, with a note. On Save, each chosen sales order line gets Delivery Stop ticked, the same tick you could set on the order itself. From then on the picking list (Picking List) and the item issue (Item Issue To Sales Order) refuse that line.
The one rule people get wrong: closure stops delivery only. It does not cancel the order, change its quantity, release its reservation or stop invoicing what was already delivered.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Process Number | The closure document number | Required |
| Process Date | The closure date | Required |
| Sales Organization / Sales Group | Narrow the list of open lines | Optional |
| Create By / Create Name | Narrow the list to orders entered by one user | Optional |
| Open Days Base On | Which date open days are counted from | Posting Date, Required Date or Promise Date. Required |
| Till Date | Lines dated up to this date | Required |
| Open Days From / Open Days To | How long the lines have been open, in days | Required |
These header fields narrow what the Sales Order lookup on the lines offers. They are locked once the document is created.
Basic Data: the lines
| Column | What it means | What to put |
|---|---|---|
| Sales Order | The open sales order line to close | Pick from the lookup, which lists lines still to deliver |
| Sales Order Date, Sales, Sales No, Name | The order and what was ordered | Fill in |
| Quantity, Unit, Order Quantity | What was ordered | Fill in |
| Rece Quantity | What has been delivered | Fill in. For an export customer, what has been shipped |
| Open Quantity | What is left | Fill in |
| Open Days | Days since the chosen date | Fill in |
| Line Text | Why it is closed | Free text |
How to configure it
Nothing to configure. Give users the right to the screen.
Scenarios
- Month-end review of a distributor's order book. Base on Required Date, Till Date the month end, Open Days From 30 To 999. Pick the lines the customers have cancelled by phone and Save.
- An export order shipped short. The lookup counts what was shipped on Outbound Shipment, so the shortfall shows as open. Close it.
What it is connected to
- Sales Order - its lines get Delivery Stop.
- Picking List and Item Issue To Sales Order in Inventory - refuse a stopped line.
- Order to cash.
If something looks wrong
- A closed line still shows on the open order lists - the lists count undelivered quantity; Delivery Stop stops delivery, it does not reduce the quantity.
- "Basic Data - Line ID: ... block from Sales Order: ..." on the item issue - the line was closed here or stopped on the order. Untick Delivery Stop on the order line to deliver it after all.
- The customer field is missing - the screen has a Customer criteria field in its configuration but does not place it, so you cannot narrow by customer.