Closing Orders
The Close Orders program closes all lines and orders that are complete and releases expired holds.
Close Orders
Oracle Order Entry/Shipping closes orders when all of the order-level actions within the cycle have been satisfied and all of the lines are closed. Once an order is closed, no lines can be added.
Oracle Order Entry/Shipping does not require that you designate Complete Line and the result Closed as a prerequisite to Complete Order since this prerequisite is automatically enforced. Instead, you specify an order level action in your cycle as the prerequisite for Complete Order. The cycle action Enter with a result of Booked is the most common prerequisite to Complete Order. However, you may want to use the last order level approval in a cycle, such as Legal Review, as the prerequisite.
Attention: Be sure to include the standard actions of Complete Line and Complete Order at the end of all your order cycles to ensure that your orders and returns close once all prerequisites have been met.
Closing orders that are complete enhances performance, since many program, window, and report queries retrieve open orders only. Orders marked as Closed are not selected, increasing system speed and efficiency. Closed orders are excluded from many of the standard reports available in Oracle Order Entry/Shipping, so you can limit your reporting to the active orders you want.
Close Order Lines
An order line is eligible to close when it completes all of the line-level actions within the cycle. Order lines can close independent of each other. Once an order line is closed, no changes can be made to any fields except the descriptive flexfield, for which you can define security rules.
Order Cycles
When defining an order cycle, Oracle Order Entry/Shipping does not require that you designate the action and result Complete Line-Closed as a prerequisite to Complete Order, since this prerequisite is automatically enforced. Instead, we recommend you use the last order level action and result (usually Enter-Booked) as the prerequisite to the Complete Order action. This way the order is eligible to close after it is booked, although it will not close until all the lines are closed.
Release Expired Holds
The Close Orders program also releases expired order holds, or holds with a Hold Until Date that is earlier than the current date. This release applies to all order and line level holds.
Purge Inventory Tables
The Close Orders program purges the following tables in Oracle Inventory:
Scheduling affects the size of these tables. Running the Close Orders program frequently ensures that these tables' size remains small for better response time.
Cycle Action Results
The Close Orders program updates the statuses for the Complete Order and Complete Line cycle actions. The possible cycle action results for these actions are:
- Eligible - if the action is Complete Order, the order has passed all the order-level prerequisites and will close when all the lines have closed. If the action is Complete Line, the line has passed all line-level prerequisites and will close the next time the program is run.
- Closed - the order line or order has been closed.
Holds Effect on Eligible Lines
The Close Orders program does not close orders or order lines that have unreleased holds that specify no cycle action or a cycle action of Complete Line or Complete Order. You must remove any such holds on orders or order lines that you want to close before running the Close Orders program.
Suggestion: Use the View Orders window to view orders' and order lines' cycle and hold statuses.
Prerequisites
Before using this program to close orders, you should:
- Satisfy any other order or order line prerequisites that you have defined for the order cycle.
Submission
In the Close Orders window, enter Close Orders in the Request Name field.
Parameters
The Close Orders program does not have any parameters.
See Also
Order Cycles
Holds
Defining Order Cycles
