Close an order

Can I do this task?

You close To set the status of a record to Closed. This hides it in lists of open records and sets some types of records to read-only. Several types of records are closed automatically when you qualify or disqualify them. an order by either fulfilling the order or canceling the order. Products or services that are shipped are fulfilled. Conversely, products or services that are not shipped should be canceled.

1. In the Navigation Pane, click Sales, and then click Orders.
2. In the Orders list, open the order that you want.
3. On the Actions menu, click Fulfill Order if the order is fulfilled, or click Cancel Order if the order is canceled.
4. In the dialog box, enter information in the following boxes, and then click OK:
   • Status Reason

     Select the status of the item.

   • Date Fulfilled or Cancel Date

     Select the date that the order was fulfilled or canceled.

   • Description

     Enter a description of the order fulfillment or cancellation.

Important

You cannot update or change an order after it has been closed. Additionally, you cannot update or change an order that been partially or completely fulfilled.