[katherine]

We are doing sales order clean up. We have hundreds of open sales order that need to be canceled. A lot of approved sales order need to be closed.

I am using Saved Import to update those order status. Import file is very simple, two fields, one is sales order number, one is order status that I want to set:

Number,Status

12345,Closed

However, when I do import, error message is "Invalid orderstatus reference key Closed.". The current order status is "Pending Fullfillment", I want to set it "Closed".

What went wrong in my case?

Thanks
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[Ayman.Elkhashab]

RE: Unable to Update Sales Order Status

Hello Katherine

I dont think you can close SO using the status at the top. As far as I know you can only change status to pending fulfillment, or pending approval.

What you can do is to run a csv import to close all line items, which will eventually close your SO when all lines are closed.

[katherine]

RE: Unable to Update Sales Order Status

Ayman, thanks for your reply.

Can you explain a bit more about how to close all the line items via CSV import?

[Ayman.Elkhashab]

RE: Unable to Updatoe Sales Order Status

Might be a bit tricky.

You will need to build a saved search with main line =false on SO which you want to close ( Or if you cant set search criteria for SO which you want to close, and just have them on excel sheet, you can use VLookup on excel and construct your report) . You will need lineid (Required) and item internal id (Optional but recommended) on the results columns.

Export csv file of the results. Do csv import on the same file, and map the fields, male sure to map the line items as well.

When Mapping your fields, look for Sales Order Items fields, and select Closed You can set default value =Yes.

Run your import, and it will close the selected SO line, and change the Status on the SO from Pending approval to Closed.

Please let me know if you have more questions or concerns.

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