It all depends on your operation’s workflow. The option for closing an order after it no longer needs any more processing is there. On the other hand, you can leave sales orders as Shipped or purchase orders as Received if you and your team feel it is unnecessary to close orders.
It can also be handy for orders that are partially shipped/received, in this status it is unclear whether further action needs to be taken on order. Closing it removes ambiguity and clearly states that no further action is required.
Please note: System will keep a record of the voided transactions (posting) such as invoice, IR, Bill, etc.
Closed: A SO can be closed once it is fully Shipped or if it is no longer valid. Once an SO is closed, it cannot change its status.
Canceled: A SO can also be marked as canceled when it is no longer valid/created by mistake.
To close a Sales Order, you can do it in batch:
- The Closed SOs can be re-opened.
Please Note: Closed SO’s do not impact inventory. To see more about how inventory levels are affected click here.
- To close a Purchase Order you can do it from the options menu:
