Use the Close orders process to check whether sales offers or orders, or production files or orders have reached administrative completion and can therefore be closed. You could use the process to determine the appropriate time to transfer work in progress.
When you run the process, the relevant files will not actually be closed. The analysis does not result in any changes to the data checked. The analysis merely checks whether all items have been confirmed as complete, to allow the order to be closed if desired. If not all items have been confirmed as complete, you can take action for each item, in order to allow the order to be closed.
By running the Close orders process, you can check whether the administrative processes have been confirmed as complete for the following sales order items:
Parts
Operations
External operations
Equipment
Production orders
Sales lines.
During the execution of the process, the sales order is checked for a variety of things. The check notifications are displayed on the Message codes form in the Close orders group. You can check the notifications more conveniently by sorting or grouping the data on the Message codes form by the Group field.
Tip: If there are certain checks you do not want performed, include them on the Excluded messages form.
You will find the processing results in the Order analyses form, which is available in the Sales module and the production modules. On this form, select the analysis of which you want to see the results. Then click the Lines button to see the reasons (if any) why a sales order or production file cannot be closed yet.
Use this field to specify a name for the analysis you want to run. This description is displayed on the Order analyses form. If you do not enter a description, the default description will be used, which is 'Order analysis + Date'.
The simulation date allows you to run the analysis for a date other than the system date.
The date is not relevant to all checks; it is only relevant if progress is measured. The checks related to the available stock, for example, do not use the simulation date at all. Depending on the type of stock, Isah checks the available stock (by definition on the current date), or the planned stock on a date specified on a shipping line or part line, for instance.
Select this check box if you want the analysis to include any underlying levels.
When you start the check from sales offers or orders, and this check box is selected, also all underlying production orders will be checked. If the check box is not selected, only the selected sales orders will be checked.
When you start the check from production files or orders, and this check box is selected, also all underlying production orders will be checked. If the check box is not selected, only the selected production orders will be checked.
If you want to link any additional actions to this process, you can use a script. The script you enter here will be run on the selected files during the execution of the process.
Specify the data you want to select: offers, orders, production files, production orders, or projects. The selection section of the form will change depending on your choice.
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