Close a Customer Order

OBJECTIVE

The Close a Customer Order option is used to close an active customer order in the system. Afterwards, no transactions can be entered for the order.

 

PREREQUISITE 

  • Customer Order

 

Steps

 

 

Close a customer order

  1. Select an Order.

 

Information about the order is displayed automatically.
  1. Enter a reason for closing the order in the Reason field.
  2. Click Close.
  3. Click Yes to transfer the transaction.

 

Otherwise, the transaction must be transferred by clicking the Transfer Transactions icon in the general menu. The transaction is available in the Invoice Customer Orders option. It is identified with the Closing invoice number.

 

See also

N/A