Cancel Orders

Access this form using Activities>Accounts Receivable>Cancel Orders.

Use this form to view the summary and detail information for unfulfilled and partially fulfilled sales orders for items being forward to Sales Order Fulfillment.

Filters are available to limit the display by Sales Order Number, Sales Order Status, Customer ID, Sales Order Date, or Requested Ship Date.

After selecting the filter, click the Display button to display the documents for the criteria you specified. If needed, click the Clear button to clear all boxes on the form and the document information in the table.

Note: Fulfilled Sales Orders and Cash sales with a status of Open will not display.

To cancel an order or line item using the Cancel Orders Detail form, double-click any cell on the Summary level (which is the first level).

 

Filters: To filter data, you must first select an item in the Available Filter column, and then click the Mover ( > ) to move it to the Selected Filter column. Once an item is in the Selected Filter column, its filtering criteria can be set up. Then, the worksheet is limited to the data that falls within the filter criteria designated.

• Available Filter, Selected Filter: To filter data, move an item from the Available Filter column to the Selected Filter column.
• Compares To: Select an operator from the drop-down list.
• Criteria 1: Enter a value to compare with the item in the Selected Filter column.
• Criteria 2: Enter a value for the end of a range if the Compares To column contains the Between or Not Between operators.

Cancel Orders: This table supports the drill down feature. This feature allows you to view sales order information on the summary level and detail information on the document level. You can click on the plus (+) sign next to an item to expand the outline. When an item has been expanded, the plus (+) sign becomes a minus (-) sign. To collapse an item, simply click the minus sign. The following sample shows the two levels of detail:

 

Level 1: Summary
Sales Order Number: The system displays the sales order number entered on the Activities>Accounts Receivable>Enter Orders>Information tab.
Sales Order Status: The system displays either Open or Fulfilled as the sales order status. An open status is a sales order that is unfulfilled or partially fulfilled. A Fulfilled status is a sales order that is completely fulfilled.
Customer ID: The system displays the customer ID.
Customer Name: The system displays the customer ID's name.
Shipping Address: The system displays the shipping address.
Sales Order Date: The system displays the date the sales order was entered.
Requested Ship Date: The system displays the requested shipping date.
Order Comments: The system displays the comments entered on the Sales Order.

Level 2: Document (all applicable documents, including the summary)
Charge Code: The system displays the charge code entered on the Activities>Accounts Receivable>Enter Orders>Detail tab.
Charge Code Description: The system displays the charge code description.
Ordered: The system displays the order quantity.
Fulfilled: The system displays the quantity that has been fulfilled.
Cancelled: The system displays the quantity that has been canceled.