Closing orders

The Close orders option is used for closing orders that have a COMPLETED status. Only orders with a COMPLETED status can be closed.

The Close orders option is not a required step, and closing an order changes only the Orders.STAGE field from COMPLETED to CLOSED. It is available as an option for customers who may want to purge or archive order records; you can use the Closed status to indicate which orders are ready for purging or archiving.

To close an order

1.  From Orders, select Process orders > Close orders to open the Close orders window.

2.  Select the order(s) you want to close.

3.  Click Convert. A message displays prompting you to confirm closing the selected order(s).

4.  Click Yes to the close the order(s).