Doing a Full Delivery While Keeping the Customer Order Open

You can deliver all the parts of a customer order, but keep it open in case other lines are added to the order later on.

Keeping the Customer Order Open

Before doing the delivery, you have to add one line that will not be delivered.
  1. Go to Sales > Order > Customer Order.
  2. Choose your customer order and click New + to add a new line.
  3. Complete the line:
    1. Add a non-inventory sales part: in the field Sales Part No, select OPENCO which is a sales part created specifically to keep a customer order open.
    2. In Sales Qty enter 1.
    3. Select Invoice Blocked.
    4. Check that the Price/Curr is 0.
    5. Click Save.


    Important:
    If you keep a customer order open, make sure to close it once the order is finalized. We recommend to periodically control these lines.

    If you want to close your customer order, perform Closing the Customer Order.

  4. Then you can deliver your customer order. Go to Sales > Shipping > Order Delivery > Deliver Customer Orders.
  5. On your lines, click the three dots and click Deliver.
    Your lines have been delivered except the OPENCO line. Your customer order status changes to Partially Delivered.
    Note:
    If you made a mistake or want to change data after the delivery in IFS Cloud but before the physical delivery, see Undoing a Customer Order Delivery.
You can print a delivery note, perform Printing a Delivery Note for a Deliver Order or if you do not want to print it, the next step is to create an Invoice.

Closing the Customer Order

When you do not need to keep the customer order open anymore, you can change its status to Delivered, send the delivery and close it.
Note:
Do not perform this process if you want to do changes in the future.
  1. On the page Customer Order, select the line OPENCO and click the three dots , then click Status > Cancel Order Line.
    A pane appears.
  2. Add the cancellation reason: Not Needed and click Proceed.


    Your line get the status Cancelled.
If the other lines have been delivered, the customer order has definitely the status Closed. You will not be able to make changes anymore such as additional lines, changes to existing lines, etc.
For your lines Delivered, you can print a delivery note, perform: Printing a Delivery Note for a Deliver Order, or if you do not want to print it, the next step is to create an Invoice.
Remember:
Click the Airmar button at the top of the page to access the next process pages directly.