Buyers of an order, users with the Create Invoices role or Community Administrators are able to close an order and/or line item receiving.
By closing an Order, the user is stating:
- All needed actions against the order have been complete.
Closing the order will stop Suppliers and Users with the relevant roles from submitting invoicing against the order.
By closing Receiving, the user is stating:
- They are done receiving on the order and
- If there are any remaining items on the order, they are not expecting to receive them.
As a result, no invoice can be raised by the supplier against the order and may prevent invoices from matching.
If an order has been closed in error, (i.e. you have received the goods and the supplier's invoice is rejected), the order can be reopened.
Close an Order
To close an order, go to the Marketplace module > select Orders > insert the desired order number in the Search Order Number field or customize search by using Filters.
Once the desired order is locating, select the order number.
The desired order view screen will appear > select More Actions > click Close > a pop-up screen will appear, to enter desired message in the Text box > select OK.
Close Order Line Receiving Status
Close Receiving for a Line Item
To close a line item on an Order, go to the Marketplace module > select Orders > insert the desired order number in the Search Order Number field or customize search by using Filters.
Once the desired order is locating, select the order number.
The desired order view screen will appear > scroll down to the desired line item > click Receive > a pop-up box will appear > in Action field, select Manual Close > insert required message in Note field > select OK.
Close Receiving for Multiple Line Items
To close receiving for multiple line items, go to Marketplace module > click Transactions > select Receiving.
The Receiving screen will appear > in Order Number field, insert desired order number or select the encircled down arrow to customize search using Filters.
Select Receive All > a pop-up box will appear > in Action field, select Manual Close > insert a required message in the Note field > check the Close box associated with the desired items > select OK.
Reopen Order Lines Item(s)
To reopen order line item(s) go to Marketplace module > click Transactions > select Receiving.
The Receiving screen will appear > in Order Number field, insert desired order number or select the encircled down arrow > select
Select Manually Closed in the State field > click Search.
Once the order is located, select Reopen All > a pop-up box will appear, to insert required message in Note field > check Reopen box next to the applicable item > select OK.
| Note: If receiving also needs to be undone, refer to help article Undo Receiving for additional information. |
Order State Status
Order State:
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Order - Open: If the order state is open, users can create invoices against the order.
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Order - Closed: If the order state is closed, invoices can no longer be created against this order.