Close or backorder a short delivery
When a delivery brings in less than a document's full expected quantity, you choose what happens to the shortfall. The choice appears in Review & post, one per document, for any document you received anything against.
Leave outstanding
The shortfall stays open. It can be received on a later delivery, and the purchase order or transfer stays Partially received until then.
Accept & close
The outstanding quantity is abandoned. Yessort shows this as "Cancels N outstanding items" before you confirm it.
This does not just close the quantity this delivery was short on. It closes every not-yet-complete line on that purchase order — including lines this delivery never touched at all. That's what stops an order sitting part-received forever once you've decided the rest isn't coming, but it catches people out: a delivery covering one line of a multi-line order can close the other, untouched lines too if you accept and close that document.
Once accepted and closed, a line's remainder is abandoned and the order rolls forward — if closing it means every line is now done, the order becomes Received.
Accepting and closing also hands the shortfall straight back to reordering. A line closed short stops counting towards on order the moment you accept it — it does not wait for the rest of the purchase order to finish, so it still drops out even though the order is left Partially received by its other open lines. If that abandoned quantity was the only thing keeping the variant above its minimum, the variant becomes eligible for reordering immediately and appears on the next reordering worklist you load.
Inbound transfers can only be left outstanding
Accept & close is not offered for a transfer. In place of the two options, Yessort shows a single locked Leave outstanding row, because a transfer shortfall is resolved on the transfer itself — see receive a transfer — not by abandoning it at receipt.
On an ad-hoc receipt
The ad-hoc receipt screen offers the same choice per item instead of per document, worded Backorder and Close.
Over-deliveries have no choice to make
Whether an over-delivery is accepted isn't a choice you make while receiving — it's an organisation-wide setting with no screen of its own, and it's off by default. Ask us if you want it turned on. Note that allowing over-receipt without also setting a tolerance still permits none, so ask for both together.