If the Auto Close setting is enabled for your community, this automatically closes any order where all order lines are either in the state of Closed or Manually Closed and the order is fully invoiced by quantity after the timeframe chosen by your community.
The criteria for an order to be auto closed are as follows:
- 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?
Note: If an order is reopened, it will automatically close the following day unless the receiving process is reversed (undone) and then 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.
To enable the feature community administrators need to go to Administration > Modules > Invoices. From here select the Auto Close Completed Orders option and specify a Time Delay in days.
Note: Older orders become candidates & are treated as if they became auto-close candidates once enabled.
Auto Close will apply to Standard, Retrofit and Release orders. If your community only has Invoicing enabled, we will only check if the order is fully invoiced. If Receiving is enabled without Invoicing, then we will only check if all order lines are in the state of Closed or Manually Closed. If both Invoicing and Receiving are not enabled, we will not attempt to close orders with this setting.
Note: The Auto Close feature does not currently include Blanket orders or orders paid for via Credit Card or Stripe.