Close an order

Service Manager allows you to close an order using the Close Order option even when it has open line items. However, closing an order with open line items will cancel the open line items. Normally, you close an order by closing all the line items of the order after confirming that all the parts have been received or the tasks have been completed. Service Manager automatically closes the order when all the line items are closed.

To close an order:

1. Click Request Management > Orders > Search Orders.
2. Click Search to generate a record list.
3. Click a record to view it.
4. Click More or the More Actions icon, and select Line Items. If the order has more than one line item, a list of line items opens in the upper screen, and an Order Line Item Summary opens in the lower screen. If the order has only one line item, the Order Line Item Summary opens in the whole screen.
5. Check that all line items of the order have been received or their tasks are completed, and then close each open line item.
   • If the line item is a part for which the Track Receiving? option is enabled, do the following:

     1. Click Receive to begin the receiving process.

        Note: The Receive button is available only for line items for which the Track Receiving? option is enabled. To see if this option is enabled for a part, go to Request Management > Maintenance > Supporting Files > Model, open the Model record of the part, and then select the Reorder tab.

     2. Verify the receiving information, and then click OK.

     3. Verify and adjust the quantities, and click Post.

        Note: The line item quantities are posted to update the Current Quantities tab of the Model record of the part.

   • If the Track Receiving? option is not enabled for the part, do the following:
   1. Change the Quantity Received to be equal to the Original Quantity.
   2. Click Close Line Item. You can only close a line item that has no outstanding balance.

   • If the line item is a service for which the work is completed, click Close Line Item to close it.

     Note: Scripts can be used during the close process for the operator to provide further comments about the work performed. The name of the Close Script is displayed on the line item’s phase definition. When you click OK, the Request Management order summary form opens. A different receiving format can be designated on the line item category phase definition for the part selected from the catalog.

6. Click Save & Exit. You are returned to the order record.

   Service Manager changes the order status to closed.

Related topics

Closing and receiving order line items