Close Sales Orders That Remain Open
Use the revised Update or Close Sales Orders scheduled process to automatically close sales orders that remain open when they should be closed. Close them according to business unit, order type, source system, and age. You now have more options when you specify which orders to close when compared to the old scheduled process.
Realize these benefits:
- Improve performance and efficiency when you need to close sales orders that remain open.
Before this update, you could only specify a few parameters, such as entity, from date, to date, and hours. Now you have more choices that allow you to get more specific about what orders to close.
For example, set the Scope to Select Orders, then the new scheduled process will close orders according to the parameters that you set and when all of the order's lines are closed or canceled:
Set the Age:
|
Value |
Description |
|
Ordered Date |
Filter according to the sales order's Ordered Date attribute. Assume you exclude 1 month and today is May 1, 2025. If the order's ordered date happens on or before April 1, 2025, then the process will close the order. |
|
All Lines Closed |
Filter according to when all of the sales order's lines were closed. Assume you exclude 1 month and today is May 1, 2025. If all the order's lines were closed on or before April 1, 2025, then the process will close the order. |
|
Immediate |
Filter starting today. Assume today is May 1, 2025. If all the order's lines were closed on or before May 1, 2025, then the process will close the order. |
If you set Scope to All Orders, then the scheduled process will close orders when all of the order's lines are closed or canceled. Assume today is May 1, 2025. If all the order's lines were closed on or before May 1, 2025, then the process will close the order.
Steps to Enable
1. Go to the Setup and Maintenance work area, then use the Manage Profile Options task to create a new profile option:
|
Attribute |
Value |
|
Profile Option Code |
FOM_USE_NEW_CLOSE_ORDERS |
|
Profile Display Name |
Use the New Update or Close Sales Orders Scheduled Process |
|
Application |
Order Management |
|
Module |
Order Management |
Make sure the Enabled attribute and the Updatable attribute contain check marks at the Site level.
2. Use the Manage Administrator Profile Values task to enable your new profile option:
|
Attribute |
Value |
|
Profile Option Code |
FOM_USE_NEW_CLOSE_ORDERS |
|
Profile Level |
Site |
|
Profile Value |
Y |
3. Go to the Scheduled Processes work area and run the Update or Close Sales Orders scheduled process.
Tips And Considerations
Observe performance and adjust parameters as necessary until you achieve the desired results.
Key Resources
- Update or Close Fulfillment Lines That Remain Open
- Use Order Profiles to Control Order Management Behavior
Access Requirements
Users who are assigned a configured job role that contains these privileges can access this feature:
- Plan Orchestration Processes (DOO_PLAN_ORCHESTRATION_PROCESSES_PRIV)
- Manage Orchestration Order Modification (DOO_MANAGE_ORCHESTRATION_ORDER_MODIFICATION_PRIV)
These privileges were available before this update.