Closing an order
Introduction
When you bring up the order/purchases list, you are shown by default Open orders. Closed orders are hidden. This makes for a more efficient list view.
When creating an invoice, you are also presented with a list of open orders. A shorter, filtered list might be preferable.
When to close an order
An order is effectively completed when the goods have been delivered and an invoice has been recorded against it. There is little requirement from that point onwards to go back to the order. Closed orders can be re-opened and the history viewed, but generally, when the order is idle it’s a good time to close it.
In the supplier record, you will find your order history and this will show everything, including closed orders.
Closing orders
You can close an order individually by clicking Document Actions and Close. However, the easiest way to close an order is to find it from the Order list and tick to select it (or multiple). The click the Update button 
Admin Maintenance
You can also use the maintenance area – in Admin > Settings
Here you select the Business Unit and then what you want to close orders for and then the criteria.
There is no batch undo on this so choose wisely!
The Fully Matched option has criteria of:
- Fully matched with an invoice
- The invoice has been exported
- Older than 1 month
- Older than 3 months
- Older than 6 months
- Older then 12 months
Finding & Opening Orders
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