Orders closing tool

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You might stop processing a customer' order if it is no longer relevant. For example, if a customer cancels the order. To quickly stop processing such an order and cancel unfulfilled obligations under it, close that order. The Orders closing tool helps close multiple orders at once, including:

Sales orders
Subcontractor orders received
Purchase orders
Subcontractor orders issued
Production orders
Work orders
Kit orders

Closing sales orders or subcontractor orders received

To close sales orders or subcontractor orders received:

Go to Sales.
Under Tools, click Orders closing.
In the Orders closing tool, on the Sales orders or Subcontractor orders received tab, select the checkboxes of the orders that you want to close. You can select orders on several tabs at once.
Each tab contains only the respective orders with the In progress status. If there are no such orders, the tab is not displayed.
Click Close orders.
Close the tool.

A check mark appears in the Completed column for the closed orders.

For the closed sales orders, the goods ordered but not yet shipped are canceled. The goods reservations are removed. The customer’s balance is not adjusted automatically.

For the closed subcontractor orders received, the goods ordered but not yet produced are canceled. The return of components provided by a customer is not recorded automatically. The customer’s balance is not adjusted as well.

Closing purchase orders or subcontractor orders issued

To close purchase orders or subcontractor orders issued:

Go to Purchases.
Under Tools, click Orders closing.
In the Orders closing tool, on the Purchase orders or Subcontractor orders issued tab, select the checkboxes of the orders that you want to close. You can select orders on several tabs at once.
Each tab contains only the respective orders with the In progress status. If there are no such orders, the tab is not displayed.
Click Close orders.
Close the tool.

A check mark appears in the Completed column for the closed orders.

For the closed purchase orders, the goods ordered but not yet received are canceled. The supplier’s balance is not adjusted automatically.

For the closed subcontractor orders issued, the goods ordered but not yet received are canceled. The return of components provided to a subcontractor is not recorded automatically. The subcontractor’s balance is not adjusted as well.

Closing production orders or work orders

This section is applicable only if the Enable Production subsystem checkbox is selected in Settings > Production.

To close production orders or work orders:

Go to Production.
Under Tools, click Orders closing.
In the Orders closing tool, on the Production orders or Work orders tab, select the checkboxes of the orders that you want to close. You can select orders on several tabs at once.
Each tab contains only the respective orders with the In progress status. If there are no such orders, the tab is not displayed.
Click Close orders.
Close the tool.

A check mark appears in the Completed column for the closed orders.

For the closed production orders, the goods ordered but not yet produced are canceled.

For the closed work orders, the work or services ordered but not yet provided are canceled.

Closing kit orders

This section is applicable only if you use the Sale & Services sub-edition of 1C:Drive.

To close kit orders:

Go to Warehouse or Production.
Under Tools, click Orders closing.
In the Orders closing tool, on the Kit orders tab, select the checkboxes of the kit orders that you want to close.
The tab contains only the kit orders with the In progress status. If there are no such orders, the tab is not displayed.
Click Close orders.
Close the tool.

A check mark appears in the Completed column for the closed kit orders.

For the closed kit orders, the goods ordered but not yet assembled or disassembled are canceled.

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