The steps below show how to close an order line of a Sales Order. Access to this function is controlled by your Security Profile settings. Available when Orders has been selected. This completes the currently selected line of the Order, the line is therefore finished and cannot be recovered. The Delivery and Invoice quantity do not have to be the same. Linked items are ignored; however, it remains on the Detail window but is flagged with a 'C'. If a line had updated Committed Cost / Sales in Costing, then the Committed Values in Costing will be reduced accordingly. If a line is completed, then it is removed from the print sequence. The print sequence is adjusted accordingly.
If using Update Stock to Nominal, Close Order/Close Line in POP batch processing causes a price adjustment transaction to be created. These price adjustments entries are not taken into consideration in the Stock Valuation when using a valuation method of FIFO or Latest but are applied when using Weighted Average valuation.
Please follow the steps below in order to close and order line within a Sales Order:
Note: Closed line(s) cannot be processed again or reversed.
Open the Sales Order batch screen using one of the following methods:
Click Selling, Select Process Batch, Select Orders
Click Sales Order, Select Process Batch, Select Orders
Click Access Menu and select Sales Orders, Select Process Batch, Select Orders
Display specific Order no.
In the top left, click Detail.
Select the specific Order Line.
In the top left of the Order screen, click Close Line.
Select OK to continue the process.
Select Yes to finalise the process.