Using Auto Close Back Orders

The Auto Close Back Orders script is used to automatically close back orders. The script triggers when you save an invoice. When a line item is identified for automatic closing, the script takes the following actions:

• The line item on the sales order is automatically closed.

• The back order quantity is set to zero.

Creating Auto Close Items List

For each customer, create an auto close items list. The selection in the Items to Auto Close preference decides whether the Auto Close Back Orders script runs on the auto close items or excludes the auto close items.

To create an auto close items list:

1. Go to Lists > Accounting > Auto Close Items > New.

   For existing customers, you can also access the page by clicking the Auto Close Items button on the Customer record.

2. In the Auto Close Items page, add items to the list.

   1. Select the customer.

   2. Select the subsidiary.

   3. (Optional) To select all items, check the Select All Items box.

   4. In the sublist, select the item.

   5. Click Add.

   6. Repeat steps d and e above to include more items to the exceptions list.

3. Click Save.

The AFK Fill Kill Transaction Search saved search is editable. Use the saved search to define your own criteria to search for sales order line items that you want to auto close. Below is a screenshot of the default saved search criteria.

Importing Auto Close Items

You can also import the auto close items using the CSV Imports feature. For importing auto close items, you must have Edit permission for the following records:

• Custom Record > Auto Close Items

• Custom Record > Item Exceptions

For more information, read Importing CSV Files with the Import Assistant.

Related Topics

Auto Close Back Orders

Overview of Auto Close Back Orders

Setting Up Auto Close Back Orders

General Notices