Can a Sales Order be set to close automatically?

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Cpinto

• February 06, 2021 16:26

Client is creating sales orders and allocating inventory and creating billings.  Is there a way or setting to auto-set the status to closed once all inventory is allocated?  

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  Rebecca Ralls

  • February 06, 2021 20:34
  • Edited

  It's pretty simple. You can create a rollup sumary field on the SO to sum the Quantity Needed from the SO Lines and then set up a flow or process builder to update the status if/when the total Quantity Needed = 0.

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  Cpinto

  • February 07, 2021 21:59

  Thank you Rebecca.  That will work out great.  I wonder why AS doesn't have the SO auto close though when allocation is completed?  

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  Rebecca Ralls

  • February 08, 2021 09:24

  I suspect it is because there are companies who would rather review the sales orders before they close, and Accounting Seed wants to leave as much flexibility in the package as they can so companies can fit it to their own processes - especially since, in this case, the automaton is so easy to accomplish.

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  Cpinto

  • February 08, 2021 15:53

  Thank you Rebecca.  I had the Rollup calculations built but not the workflow to close the order.  Wasn't sure if there was anything in the managed package that cause an issue.

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  Cpinto

  • February 17, 2021 04:25

  One thing I found with this approach is you need to add criteria to only rollup line items where the line item is an inventory product.  Non Inventory products do not get allocated and still show as Qty needed

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