How to specify a reason for order closure in Sage ERP X3

By | January 30, 2015

Sage ERP X3 provides a feature to specify a reason for the order closure.

This functionality is used in the order management function. It is used to associate a reason and a closure date when an order line or an order is fully closed. If an order line is to be closed, a dedicated window opens and is used to choose a reason from the list of reasons the reason and the closure date are then automatically stored on the order line. If an order line is re-opened, the reason and closure date are deleted.

If a complete order is closed, then a seperate window opens in a similar fashion. The reason and closure date are then stored in the order header and in all the lines that are not yet closed.

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To successfully bring this functionality follow below steps.

Navigate to setup->General parameters->Parameter values

Right click on ORD group and click on detail

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Set the value as “Yes” for CCLRENORD parameter.

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Close the Sale Order by clicking on close button, System will display reasoning window to choose a reason to close the order or line

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