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Close or cancel a purchase order

Task
Module
Procurement
Menu path
Satın Alma › Sipariş Yönetimi › Satın Alma Siparişleri › sipariş detayı (Procurement › Order Management › Purchase Orders › order details)
Screen route
/erp/procurement/orders/{id}
Required permission
erp-procurement-orders.close (Siparişi Kapat)
erp-procurement-orders.delete (Siparişi İptal Et)
Prerequisites
  • Closing: the order is in Kısmi Teslim (Partially Received) status.
  • Cancellation: the order is in Taslak (Draft), Onay Bekliyor (Pending Approval) or Sipariş Verildi (Ordered) status (nothing received).

Closing is not cancellation: no record is deleted and the received part remains valid. The delivery status determines which command to use: if nothing arrived, cancel; if part arrived, close; if everything arrived, there is nothing to close.

Steps​

  1. Open the order details and check the status.
    OpenKısmi Teslim
    Partially received order
    1. 1Status: Partially Received
    2. 2Post Goods Receipt — for the rest
    3. 3Close Order — rest not expected
    4. 4Received quantity
    5. 5Remaining quantity
  2. If the remainder will not arrive, click Siparişi Kapat (Close Order). In the window, check the remainder to be closed, enter the Kapatma Nedeni (Closing Reason) and click Siparişi Kapat (Close Order).
    ClickSiparişi KapatValue: Tedarikçi kalan miktarı teslim edemeyeceğini bildirdi.Expected: Status Kapatıldı (Closed); the closing date and reason are shown in the details
    Close purchase order dialog
    1. 1Close reason (required)
    2. 2Close Order
  3. If you are abandoning an order that has not been received at all, click Siparişi İptal Et (Cancel Order), enter the İptal Nedeni (Cancellation Reason) and click Siparişi İptal Et (Cancel Order).
    ClickSiparişi İptal EtValue: Tedarikçi teslim edemeyeceğini bildirdi.Expected: Status İptal (Cancelled); date and reason in the 'Bu sipariş iptal edilmiştir.' (This order has been cancelled.) strip
Result
Kapatıldı (Closed): the received part remains valid, the remainder is no longer expected and is not counted as in transit; goods and service receipts are not possible. İptal (Cancelled): the order is commercially void and cannot be reopened.

What you need to know​

  • Neither can be undone; a reason is mandatory ("Kapatma nedeni zorunludur." (The closing reason is mandatory.), "İptal nedeni zorunludur." (The cancellation reason is mandatory.)).
  • Rejection messages: "Hiç teslim alınmamış sipariş kapatılmaz; tedarikçiyle ilişki gerçekleşmediyse siparişi iptal edin." (An order with nothing received cannot be closed; if the transaction with the supplier did not take place, cancel the order.), "Bu satın alma siparişi tamamen teslim alınmış; kapatılacak kalan yok." (This purchase order has been fully received; there is no remainder to close.), "Yalnız Taslak, Onay Bekliyor ve Sipariş Verildi durumundaki satın alma siparişleri iptal edilebilir." (Only purchase orders in Draft, Pending Approval and Ordered status can be cancelled.)
  • If Siparişi yeniden aç (Reopen order) is cleared in a goods receipt reversal, the order also becomes Kapatıldı (Closed).
  • Closed and cancelled orders drop out of the Açık Siparişler (Open Orders) report and the in-transit quantity of Malzeme İhtiyaçları (Material Requirements); the supplier can be deactivated.