How to Close a Sales Order in EDGEBIC

Closing a sales order in EDGEBIC is a status change that retires a delivered order from the active plan. In EDGEBIC by User Solutions only orders in confirmed status contribute firm demand; draft, shipped, closed, and cancelled orders all contribute zero. So once an order's lines are fully shipped, changing its status to closed removes it from the demand picture without deleting the record. This guide covers when and how to close an order, and how closing differs from deleting.

For the full order workflow, read how to enter and manage sales orders. For the demand mechanism that closing switches off, see how sales orders drive demand. This is documented behavior of EDGEBIC; the whole task set is in the how-to hub.

Before You Start

• Confirm the order's lines are fully shipped, so every open quantity is zero, unless you are deliberately abandoning the remaining balance.
• Open the order through the sales order management dialog or the sales order view.
• Understand the status meanings: confirmed drives demand; draft, shipped, closed, and cancelled do not.

Step 1: Confirm the Order Is Delivered

Before closing, check that the work is genuinely done. Open the order and look at its lines. Each line's open quantity should read zero, which happens when quantity shipped equals or exceeds the ordered quantity. For recording those shipments, see how to record a partial shipment.

A line already at zero open quantity contributes nothing to firm demand even before you close the order, so a fully shipped order is not distorting the plan. Closing simply makes its retirement explicit and tidies the list.

This is why closing usually comes last in the order lifecycle: draft while you assemble it, confirmed while it drives demand and its jobs run, and closed once every line is delivered. Each of those is a status value on the order, and only confirmed contributes firm demand. Closing is the deliberate act of saying the order is finished, distinct from the natural fade of a line whose open quantity has already reached zero.

Step 2: Change the Status to Closed

Open the order and change its Status field from confirmed to Closed. Status is a field you set on the order and save through the normal update path.

Step 3: Save

Save the change. The order's status is now closed.

What Changes When You Save

The order stops contributing firm demand. Because firm demand comes only from confirmed orders, a closed order and all its lines drop out of the firm column on every product's planning grid. The order itself remains in the database with its full history: closing is not deletion.

Nothing else moves. The manufacturing orders that were linked to the sales order are untouched by a status change, unlike a delete, which would cascade to them. The ledger, on-hand, and any completed jobs stay exactly as they were.

How to Check It Worked

Two checks:

1. On the order. Confirm the status column now reads Closed in the management grid.
2. On the plan. Open a product from one of the order's lines and check its inventory calendar or MPS grid. The firm demand that this order was contributing should be gone. If the order was already fully shipped, firm demand may have been zero before you closed it, which is fine: the point of closing was to retire the record, not to change a number that had already settled.

Closing Versus Deleting

These two actions are not interchangeable.

Deleting is the heavier move because it removes the linked jobs from the scheduling queue along with the order. It also does not reverse any inventory movements those jobs already posted, so a delete on an order with real production behind it needs follow-up checks: after a delete that touched completed jobs, run the relevant inventory anomaly check to catch any receipts or issues left stranded. Closing carries none of that weight: it retires the order and leaves everything it touched intact.

Closing as Part of the Period-End Routine

Closing rarely happens one order at a time; it is usually a batch at period end. The routine is straightforward. For every order where all lines are fully shipped, so all open quantities are zero, set the status to closed. Because a closed order contributes no firm demand, this clears the delivered orders out of the active demand picture in one pass while keeping each one on record for audit. You do not need to delete the shipped lines to achieve this: a line at zero open quantity already contributes nothing, so the header status change is enough. Leave the closed orders in place as the clean history of what was committed and delivered.

If a customer later adds a follow-on quantity to an order you closed, you have two clean options. You can change the status back to confirmed, which restores firm demand from any lines that still carry open quantity, or you can enter the follow-on as a fresh order with its own reference number. The second is usually tidier, because it keeps the closed order as an untouched record of the original commitment.

Closed Versus Cancelled

Closed is not the only non-demand status. An order can also be cancelled, and both closed and cancelled contribute zero firm demand, so from the plan's point of view they behave identically. The distinction is meaning, not mechanics. Close an order that was delivered as agreed. Cancel an order that was abandoned before delivery. Keeping the two apart matters for anyone reading the order history later, because it records whether the commitment was met or dropped. Neither status touches the linked jobs or the ledger; both simply stop the order driving demand.

Common Mistakes

• Closing an order with open quantity still owed. A closed order contributes no firm demand no matter what, so closing early silently drops real demand from the plan. Ship the remaining units first, or close only when you have decided the balance will not ship.
• Deleting when you meant to close. Deleting cascades to the linked jobs and pulls them out of scheduling. If you only wanted to retire a delivered order, close it instead.
• Assuming closing reverses inventory. Closing changes demand contribution only. It does not touch the ledger or any receipts already posted by the order's jobs.

For the end-of-period routine that closing fits into, and every neighboring task, see the how-to hub.