This should be a simple question. Is there a reaso...
# generalm
Michael McNamara
01/19/2022, 9:58 PMThis should be a simple question. Is there a reason why one would close a sales order aside from cancelling? Is there more than one purpose to close a sales order? Say I fulfilled almost everything on a sales order but I’m not fulfilling the remainder, do I close line items, close the whole order, or adjust quantities on the lines to match what was shipped? It’s an ongoing argument at work whether or not to close sales orders when fully fulfilled.
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Dawn
01/19/2022, 10:50 PMI'd love to hear what others have to say about this as well! We noticed we had problems with unbilled receivables once we closed Sales Orders. So for now, we have opted not to close. However, I use my Sales Orders religiously to track open jobs and their billings (in advertising...we prebill a lot of jobs) so we added a custom dropdown list where I can select "closed" so it will be removed from my "open" Sales Orders search once I'm truly done with that Sales Order
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AK47
01/20/2022, 1:32 AMThe CLOSE LINES button is a dangerous thing. If you have an order for 1 line, 3 pieces, and you ship 2 and then CLOSE the line...the pieces that were received can't be billed (similar on a PO)
AK47
01/20/2022, 1:33 AMif the client is small, i recommend manually changing the quantity = quantity shipped if you want to manually close a line
AK47
01/20/2022, 1:34 AMif the client is larger, I would always script a button on the transaction that says CLOSE lines. Add a custom column on the transaction for CANCELLED QTY. When Close is clicked, whatever hasn't been received\fulfilled yet goes into cancelled, and the quantity gets adjusted to be the quantity shipped...so the line is considered closed
AK47
01/20/2022, 1:34 AMthis gives you a record of what was initially ordered, what was shipped, what was cancelled...and doesn't potentially cause a problem with billing
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Michael McNamara
01/20/2022, 1:35 AMThis makes total sense to me. I thought the same thing about changing the quantities.
Michael McNamara
01/20/2022, 1:41 AMSo is it right to say that a sales order should only be closed when the entire order is cancelled after approval?
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