Force Close Orders

Use “Force Close” one-step archiving of multiple orders to enhance your productivity

A new document status to manage voluminous partially completed Purchase Orders and Sales Orders in Business Central.

“Force Closed” is a custom document status that you can use to manage Purchase and Sales Orders and Order Lines. It is designed to allow users to close-off the Purchase or Sales Orders with partially receipted or shipped quantities before the documents are archived. This status can also be changed at the order line level for any line that needs to be closed with partial quantities received or shipped.

Key Benefits

- Removes the line quantity commitment of unreceived/unshipped quantities in demand planning, including warehouse documents.

Currently, the order statuses are “Open” and “Released”. If the quantity received for a “Released” purchase order is 95 units out of 100 units, the unreceived quantity of 5 units (perhaps due to insufficient supplier stock) remains as ‘expected supply’ in the Requisition Worksheet planning. Similarly, the sales quantities remaining in “Qty to ship” will inflate demand in the planning worksheet.

- Contributes to the measurement of vendor/customer order commitment performance.

-Includes checking of advance warehouse documents if enabled ,including picks & put-aways, with warning before force closing.

If PO/SO quantities are amended before posting, the original ordered quantities cannot be tracked. But with “Force Closed”, the original order quantities are kept in archives and can be used for vendor commitment performance analysis.

Key Features

- A one-step method of archiving purchase and sales orders with partial receipt/shipped quantities.

If the balance of ordered quantity is no longer realised, the usual process is to:

o “Reopen” the purchase order and amend the order line Quantity field. This updates the “Qty to Receive/Ship” and “Qty to Invoice” to 0.

o Manually archive the PO/SO as it is no longer needed.

By using “Force Closed” on the order or the order line, the quantities are updated, and the PO/SO is archived in one step.

- The use of “Force Closed” status also retains the original ordered quantity in a new field.

This new “Actual Qty” field is updated through “Force Closed” and is included in the archived records.