Closing items short

"Closing short" refers to closing a line item prior to receiving all the parts associated with it.

• If you have received some of the parts, you can close short by manually setting the status to CLOSED on the Data -> Enterprise Purchasing -> Receipts screen. You must also specify the quantity received.

• If you have not received any parts and you want to close short, you must manually set the status to CLOSED on the Data -> Enterprise Purchasing -> Purchase Orders screen.

When closing a line item before everything has been received, FASuite performs the following tasks:

• Verifies that any vendor contract charges for NON-ISSUED related work orders for the commercial order line are reversed. No updates will be made unless there are EPO_WORKORD rows with issue_complete set to N.

• Calculates the ordered amount that was not received and the quantity on dueout amount that was not issued and reverses those part counts in PLO_COUNT and PLO_MAIN.  

• Removes the receipt line value (quantity * net price) for all line types except COMMERCIAL from any vendor contract that is specified on the line item. If the purchasing setup option specifies "RESTORE TO," all parts not received must have their values restored to the vendor contract.  If that option is not set up, then no action needs to be taken on fee, shipping, and non-stock part line items when closing a line item short.

• Note: If a line item is closed short and then subsequently re-opened, the short parts (i.e., parts not received) and the parts that were returned to the vendor are put back on order or dueout.