Communities may be interested in the Auto Close feature that automatically closes any order, when:
- All order lines are in a Closed or Manually Closed state and
- The order is fully invoiced by quantity, after the timeframe chosen by your community.
The criteria used to determine if an order can be auto closed are:
- Is the order currently OPEN?
- Was the order fully received at least X days ago?
- Was the order fully invoiced (by quantity) at least X days ago?
If communities have only Invoicing enabled, Unimarket will only check if the order is fully invoiced.
If Invoicing and Receiving are not enabled, Unimaket will not attempt to close orders with this setting.
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Note: If an order is reopened, it will automatically close the following day unless the receiving process is reversed (undone) and reopened. Thereby, exempting the order from the above criteria. It will become eligible for auto close once again after it is fully received and the specified number of days set by your community have elapsed. |
Enable Auto Close
Community Administrators can enable Auto Close setting, by going to Administration module > select Modules > click Invoices.
Select Settings tab > scroll down to header titled Order Commitments > check Auto Close Completed Orders box > once selected, the Auto Close Time Delay and Maximum Orders closed per day fields will populate, to insert desired information.
- Auto Close Time Delay: The number of days community would like Unimarket to wait until auto closing. This can help avoid any issues when a supplier submits a late credit.
- Maximum Orders closed per day: This will limit the number of orders that can be automatically closed per day and must be set between 1 - 10,000. A lower limit may be useful where you have a loo of orders to close and want to reduce the impact on your corresponding ERP or finance system. Unimarket will default to 10,000.
Once completed, click Save.
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Note: Older orders become candidates & are treated as if they became auto-close candidates once enabled. |
Auto Close will apply to the following orders:
- Standard
- Retrofit and
- Release
The Auto Close feature does not currently include Blanket orders or orders paid for via Credit Card or Stripe.
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Note: To reopen an order, refer to help article Close or Reopen Orders. If an order requires reopening, the receiving must be undone. To avoid the order from auto-closing again. For additional about undo receiving, refer to help article Undo Receiving. |