Short Close Order
Introduction
The Short Close Order feature allows users to manage and update pending sales orders based on quantity or age.
Using this feature, you can:
- Download system-generated reports of pending orders.
- Update order statuses (i.e, mark them as EXPIRED) by importing the same report back into the system after review.
Common Validations
| Validation |
Reason |
Solution |
| In the Order Status Master, there is no existing status named ‘EXPIRED’ |
The system cannot update order statuses to EXPIRED if this status does not exist. |
Go to Sales Menu → Sales Order Status → Create → Add “EXPIRED” Status. |
| Pending Age should be between 60 and 730 days |
Ensures only orders that have been pending for a significant period are considered for short closure. Orders younger than 60 days or older than 730 days are excluded. |
Review the order dates before generating or importing the Age-based report. |
Reports Available Under Short Close Orders
| Report Type |
Description |
| Qty |
Displays short close orders based on pending quantity, along with details such as order status, PO number, and other relevant fields. |
| Age |
Displays age-wise pending orders (number of days pending), along with order details. Only orders between 60 and 730 days old are included. |
Features
| Feature |
Description |
| Print |
Allows downloading the Short Close Orders report for the selected type — Quantity or Age. |
| Import |
Enables users to upload the updated report (previously downloaded). The system will automatically update the order statuses based on the uploaded file. |