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Close a Customer Order Short


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We are on IFSAPP9.  Sometimes we manufacture less than a customer orders, but have a policy that we can ship what was manufactured if it is over/under the quantity ordered by 10% or less. 

Is there an Over/Under I can set on a customer order so that when we short ship or over ship, the Customer Order automatically closes & sets the status to Invoiced/Closed?

We are upgrading to IFSAPP10 in May, so if there is nothing available like this in IFSAPP9, is there in IFSAPP10?

 

If not, what would be best practice for closing a Customer Order with a short ship?

Best answer by NilumindaP

Hello,


This functionality is available on APPS10 as well as APPS9

In the Line level of the customer order, there is a column titled “closing tolerance”  (you can use RMB> Go to column for quicker navigation. By entering the desired percentage there (in this case, 10% ) the CO will reach invoiced/ closed status when you short ship or over ship accordingly.

 

Hope this helps.

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  • Do Gooder (Employee)
  • 5 replies
  • Answer
  • April 26, 2023

Hello,


This functionality is available on APPS10 as well as APPS9

In the Line level of the customer order, there is a column titled “closing tolerance”  (you can use RMB> Go to column for quicker navigation. By entering the desired percentage there (in this case, 10% ) the CO will reach invoiced/ closed status when you short ship or over ship accordingly.

 

Hope this helps.


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  • Sidekick (Employee)
  • July 17, 2023

You could also enter this value on the Sales Part and then when you enter a customer order line for the part, the Closing Tolerance will default on the customer order line - 

 

 


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