Running Close Order/Quote/RMA

The Close Orders/Quotes/RMAs process (OM_CLOSE) checks the status of sales and quote orders, lines, and schedules, and RMAs, and closes them when appropriate. Orders, quotes and RMAs cannot be closed online.

Closing Order Headers

The Close Orders/Quotes/RMAs process updates the sales order header status to closed when the order header is not already closed or canceled and one of the conditions exists:

All lines for the order are either closed or canceled.
The backorder for the order is canceled because the cancel backorder option is yes.

Closing Order Lines

The Close Orders/Quotes/RMAs process updates the sales order line status to closed when the order line is not already closed or canceled and one of the conditions exists:

All schedules for the line are either closed or canceled.
The line for the backorder is canceled because the cancel backorder option is yes.

Closing Order Schedules

The Close Orders/Quotes/RMAs process updates the sales order schedule status to closed when the order schedule is not already closed or canceled, and one of the conditions exists:

The schedule is completely shipped; quantity scheduled minus quantity shipped is zero.
The backorder for the schedule is canceled because the cancel backorder option is yes.

Closing Quote Headers

The Close Orders/Quotes/RMAs process updates the quote order header status to closed when the quote header is not already closed or canceled and both these conditions exists:

All lines for the quote are either closed or canceled.
The quote has expired.

Closing Quote Lines

The Close Orders/Quotes/RMAs process updates the quote order line status to closed when the quote line is not already closed or canceled and the quote has expired.

Closing Quote Schedules

The Close Orders/Quotes/RMAs process updates the quote order schedule status to closed when the quote schedule is not already closed or canceled and the quote has expired.

Closing Returned Material Authorizations

The Close Orders/Quotes/RMAs process updates the RMA header status to closed when the RMA is not already closed or canceled and all RMA lines are either closed or canceled.

Page Name	Definition Name	Usage
Close Orders/Quotes	RUN_OM_CLOSE	Checks the status of sales and quote orders, lines, and schedules and closes them when appropriate. The user can choose Sales Order Only, Quote Only, or Sales Order & Quote for a single OM business unit. If Quote Only, or Sales Order & Quote is chosen, OM_Close will close any quotes that have expired. OM_CLOSE should be run regularly for best system performance. As a safeguard to ensure that you are making changes to the correct tables, do investigation using a SQL tool before making any modifications. The lists of tables accessed and updated that PeopleSoft provides are overviews and may not be comprehensive.
Close RMA	RUN_OM_CLOSE_RMA	Checks the status of RMAs and closes all RMA headers if the lines for the header are either closed or canceled. The user can choose All Return to Option RMAs or Return to IBU Only RMAs.

Page Name

Definition Name

Usage

Close Orders/Quotes

RUN_OM_CLOSE

Checks the status of sales and quote orders, lines, and schedules and closes them when appropriate. The user can choose Sales Order Only, Quote Only, or Sales Order & Quote for a single OM business unit.

If Quote Only, or Sales Order & Quote is chosen, OM_Close will close any quotes that have expired.

OM_CLOSE should be run regularly for best system performance.

As a safeguard to ensure that you are making changes to the correct tables, do investigation using a SQL tool before making any modifications. The lists of tables accessed and updated that PeopleSoft provides are overviews and may not be comprehensive.

Close RMA

RUN_OM_CLOSE_RMA

Checks the status of RMAs and closes all RMA headers if the lines for the header are either closed or canceled. The user can choose All Return to Option RMAs or Return to IBU Only RMAs.