Overview of Auto Close Back Orders

The Auto Close Back Orders SuiteApp works with the following item types:

• Assembly items

• Lot numbered assembly items

• Serialized assembly items

• Inventory items

• Lot numbered inventory items

• Serialized inventory items

• Item groups

• Kit/Package items

Auto Close Back Orders Preference

Select appropriate option in the Items to Auto Close preference in the Custom Preferences subtab of the General Preferences page (Setup > Company > General Preferences). The preference has the following options:

• None (or Blank) – The Auto Close Back Orders script does not run on any items.

• Items in Auto Close Items List – The Auto Close Back Orders script runs on items selected in the Auto Close Items page.

• Items not in Auto Close Items List – The Auto Close Back Orders script runs on all items except the ones selected in the Auto Close Items page.

Note:

In version 1.02.0 of the Auto Close Back Orders SuiteApp, the following options in the Auto Close Back Orders preference are renamed:

• Items in Fill Kill Items List renamed to Items in Items in Auto Close Items List

• Items not in Fill Kill Items List renamed to Items not in Auto Close Items List

If you had previously installed a version older than 1.02.0 of the SuiteApp, you would see the old options even after upgrading to the latest version. Also, translation will not work on the old options.

Criteria for Automatic Closing of Back Orders

A line item on a sales order is automatically closed only when all of the following conditions are met:

• The item is included in the auto close items list.

• The status of the sales order is Partially Fulfilled or Pending Billing/Partially Fulfilled.

• The item is of one of the following types:

  • Inventory items (except drop ship and special order items)

  • Assembly items

  • Item groups

  • Kit/Package items

• The sales order line item is not in outbound processing, that is, the line item is not in picked or packed state.

• If either of the following conditions is true:

  • Fulfilled Quantity and Invoiced Quantity for the item is equal as well as greater than zero.

  • Fulfilled Quantity for the item is zero and at least one of the line items is closed.

• Ordered Quantity is greater than the Fulfilled Quantity for the item.

Note:

Completely fulfilled sales order lines are not automatically closed.

Related Topics

Auto Close Back Orders

Setting Up Auto Close Back Orders

Using Auto Close Back Orders

General Notices