Close a Sales Order, Quotation, or RMA

Use the Sales Order Maintenance (OE), One-Step Invoice Entry (RE), EDI/Sales Quote Maintenance (QOE), or RMA Maintenance (RMA) program to close a sales order, imported order, sales quotation, or RMA. The program sets open quantities to zero and changes the status to Cancelled.

  1. Enter the number of the order, quotation, or RMA that you want to close or click the Lookup icon and use the standard lookup options to select it from a list.  

  1. Click Close order.

If a sales order has any confirmed shipments, the program displays the warning message This order has confirmed shipments that have not been invoiced. Do you want to close it?

  1. (Conditional) Click Yes to close the order or click No to retain it.

    Note
    If you click Yes, the confirmed shipment cannot be reversed. You can invoice the shipment and then issue a reversing credit memo with the One-Step Invoice Entry (RE) program.

If you click Yes, the program prompts Reason code.

  1. Select a reason code that explains why you are closing the order, quotation, or RMA. The program prompts Is the reason code correct?

  2. Click Yes to accept this reason, click No to change the code, or click Cancel to end the action. See Sales Order Header.