Does anyone know what the difference between a closed order line/release and a void order line/release? I thought closed was when all has been shipped and void is if we close it manually when not or part shipped. I have orders that don’t seem to follow that logic
Hi Richard,
I agree with your statement: closed is after all has shipped, void is after manually closing without shipping. What exactly are you seeing with orders that do not follow the logic?
Nancy
Hi Nancy
I have an order that was part shipped and then the customer didn’t want the balance so it was closed. In sales order entry/tracker the lines show as closed rather than void. Just wanted another voice of reason before I go further!
Rich
In that case I would just reduce the order line balance to shipped qty and close. If you still want to show the original line qty, you could split the canceled qty out to another release and just void the release instead of the whole line.
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Rich,
I think this seems about right. After all, some of the line shipped so I don’t think it should be void. There is a void notation on the order release also. If the order release was partially shipped, I’d still expect it to NOT be void. If there were two releases, one shipped, one manually closed, then I’d expect the Release that was manually closed to be void.
Just an FYI, we sometimes have “dangling” open order releases due to shipping personnel checking and unchecking shipped and complete multiple times. This dashboard below that I made for summary view of sales orders shows an example. I thought you might want to be aware of this possibility as well. One last thing, on the order line and release, it shows quantity shipped, which could be useful.
Nancy
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Thank you Nancy and Zack. All makes sense to me. I’m just surprised I never noticed before or no one else has because it affects various pieces of business logic that clearly cant have been working the desired way
Rich
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