Cancel Customer Order

Explanation

You can cancel an entire customer order by using Cancel Order in the Operations menu. A requirement for this operation is that no pick list has been created for any of the order lines. If there are rental lines on the customer order a requirement is that no rental events have been created.

If you only want to cancel a customer order line, use Cancel Order Line in the right mouse button menu in the lower part of the window. A customer order line can be cancelled until the pick list is created.

When an order line or entire order has been cancelled, it receives the status Cancelled, and no further transactions can be performed.

When an order line associated with the Production Schedule supply code is cancelled, the resulting implications of such a cancellation will need to be handled by you manually, since a pegging relationship between the customer order and production schedule is not maintained. 

Prerequisites

For an entire customer order:

For a customer order line:

For a pegged customer order line:

System Effects

Window

Customer Order
Handle Customer Order Shortages

Related Window Descriptions

Customer Order
Customer Order/Order Lines
Customer Order/Rental Order Lines
Package Structure
Handle Customer Order Shortages
Replicate Changes

Procedure

Cancel an entire order:

  1. Use the Populate or the Query function to display the appropriate order.
  2. To cancel an entire order, right-click and then click Cancel Order in the Operations menu or in the right mouse button menu in the upper part of the window.
  3. Optionally, a cancellation reason can be entered in the Cancel Customer Order dialog box. Valid cancellation reasons can be found by clicking List. The cancellation reason will be saved on the order, and can later be used for statistical and clean up purposes.
  4. If the order has lines pegged to purchase requisitions, purchase orders, shop orders, or DOP headers, you have the option of simultaneously canceling them along with the customer order. In the Replicate Changes dialog box that opens, click Yes to have the supply orders cancelled. (Refer to the activity Replicate Changes to Pegged Orders).

Cancel an order line:

  1. Use the Populate or the Query function to display the appropriate order.
  2. Select the order line in question. Choose Cancel Order Line in the right mouse button menu in the lower part of the window.
  3. Optionally, a cancellation reason can be entered in the Cancel Customer Order Line dialog box. Valid cancellation reasons can be found by clicking List. The cancellation reason will be saved on the order, and can later be used for statistical and clean up purposes.
  4. If the line is pegged to a purchase requisition, purchase order, shop order or a DOP header, you have the option of canceling them along with the customer order line.  In the Replicate Changes dialog box, click Yes to have the supply orders cancelled. (Refer to the activity Replicate Changes to Pegged Orders).