Manually close a sales order

Solved

How do I manually close an order that was already delivered but off by 0.02 gal which we won’t bother billing the customer. Usually we can select the “Close” button, but it’s grayed out.

Thanks!

  • +1
    verified answer

    Hello,

    White check mark Quick Summary
    The "Close" button on your sales order is likely grayed out because a specific authorization parameter on the customer's record is preventing manual closing. This is a common control in Sage X3 to manage partially delivered orders.

    Wrench Action Plan
    Here are the parameters to check to enable the button and how to automate this process in the future:

    Step 1: Check Customer Authorization. In the Customers function (GESBPC), navigate to the customer in question. On the Commercial tab, ensure the Close order auth. field (ORDCLE) is set to allow closing.

    Step 2: Check Sale order. In the Sale order (GESSOH), navigate to the Delivery tab. Ensure the Close unfilled lines (ORDCLE) is set to allow closing. The same Close order auth. field must be enabled there, as it can be inherited.

    Step 3 (For the future) Gear️: Set Up Delivery Tolerance. To avoid this issue with small remaining quantities, you can define a Delivery tolerance % (SALRMNPRC) in the Product Category function (GESITG). If a remaining quantity (like your 0.02 gal) falls within this percentage, Sage X3 can automatically close the order line after the partial delivery.

    Warning️ Important: The Close order auth. (ORDCLE) is the direct solution for enabling the manual "Close" button. The Delivery tolerance % is a best practice to automate the process for future occurrences.

    Paperclip Details & Explanations

    Close order auth. (ORDCLE): This is a security flag that explicitly permits or denies users from manually closing an order. It's often controlled at the customer or customer category level to enforce specific business rules.
    Other conditions: The close action can also be disabled if the order is already considered closed, is an inter-site order, or if any quantity is still marked as 'in preparation'.