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Shop Order Close Code


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Can someone guide me where I can find the setting for either Auto Close or Manually Close?

 

Best answer by ShawnBerk

@ThushAsanka - thank you for the correction, we’re on V9, so didn’t consider it might be possible in V10.  I should have specified with my reply the relevant version.

 

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6 replies

Thushitha Chandrasiri
Superhero (Partner)
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Hi @baltazarnunez ,

It’s a site setting, you can set the default value for each site. Find below.

If this is checked, the default value for Close code in the shop order in the particular site will be Auto Close, and otherwise Manual Close

 


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  • Superhero (Customer)
  • 1482 replies
  • May 25, 2021

As far as I know, the setting is always Auto Close unless the individual Shop Order is changed to Manual or the receive quantity is outside of the Closing Tolerance.  I don’t believe you can set it to Manual as default.  You could create a custom event however to switch them to manual if you have some criteria to make the change.


Thushitha Chandrasiri
Superhero (Partner)
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ThushAsanka wrote:

Hi @baltazarnunez ,

It’s a site setting, you can set the default value for each site. Find below.

If this is checked, the default value for Close code in the shop order in the particular site will be Auto Close, and otherwise Manual Close

 

Seems this is possible in Apps10 only.


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  • Superhero (Customer)
  • 1482 replies
  • Answer
  • May 25, 2021

@ThushAsanka - thank you for the correction, we’re on V9, so didn’t consider it might be possible in V10.  I should have specified with my reply the relevant version.

 


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  • Author
  • Do Gooder (Customer)
  • 5 replies
  • June 1, 2021

Thank you for your replies.  I have found the setting.  The problem is that when the Shop Order is created from CRO, the SO defaults to Manually Close and the setting for the site is Auto Close


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  • Sidekick (Employee)
  • 41 replies
  • June 23, 2021

Is it possible that you’re using a Template on these SO’s where the default is set at Manually Close?


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