Auto close of open orders

Fred Office Plus

Open orders can now be scheduled to auto-close after a specified time period.

Closing Open Orders will not affect SOH/Available Qty. It will only affect the Order Qty field.

Make sure you review and close Open Orders regularly to ensure the On Order flag is always kept up-to-date.

Enable auto close for purchase orders

1. From the Tools menu, select Order, then select Options.
2. Under Purchase Order Maintenance, select the Auto Close Purchase Orders with no open invoices after period of time checkbox.

3. Enter the number of days you would like an order to close after its sent date. By default, this is 60 days.

   

4. Click OK to apply and close.

Exclude a supplier from auto close

If you do not want a certain supplier to be included in the auto-closing rules, you can override the rule in the Supplier Card to accommodate suppliers that may need specific terms.

1. Go to Contacts, then select Suppliers.
2. Search for the relevant supplier, then double-click to open the supplier card.
3. On the General tab, change the Auto Close Orders options. Select:
   • based on global ordering options to use the default options.
   • never for the supplier to never auto close the supplier's purchase orders.
   • if sent and no open invoices after... then set a custom number of days to close the orders.

4. Click Save and Close.

   

Related links

Open orders