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:
- The customer order header must have been entered and saved before you can cancel the
order header.
For a customer order line:
- The customer order line must have been entered and saved before you can cancel the order
line.
- If the order line is for an exchange part, both the
purchase order line and the connected customer order line must have a status
that allows canceling.
- For rental lines no open rental events must exist.
- The customer order line should only have a
connection to pack size charge type charge line in the
Customer
Order/Charges tab. If a connection is available to any other type of a
charge line, the charge line will have to be deleted first.
For a pegged customer order line:
- You can cancel a pegged customer order line at any
time before creating the pick list, irrespective of the status of the
pegged supply orders. Parts should not be configurable.
- If you want to be able to simultaneously cancel
the pegged supply order as you cancel the customer order line, additional
prerequisites apply. Please refer to the activity Replicate Changes to Pegged
Orders.
System Effects
- The status is updated to Canceled and no further transactions can be performed.
-
If the customer order line was reserved, this transaction will delete the
reservations.
-
If the customer order line(s) have connected charge line(s), these will be
removed automatically. Charge lines not connected to customer order lines will
remain.
- If the order line is for an exchange part, both the
purchase order line and the customer order line will be cancelled.
- If the order line is for a part which uses the Production Schedule supply
code, you would receive an information message indicating that a connected
Production Schedule exists for the line and therefore will not be cancelled
or removed.
- If the customer order line is pegged and you have
specified to
replicate the cancellation to the supply order, the pegged supply order will
be cancelled simultaneously. Please refer to the activity Replicate Changes to
Pegged Orders for more order specific systems effects.
- If the customer order line is pegged, but you have specified not to
replicate the cancellation to the supply order, the pegged supply order will
be un-pegged from the customer order line. The demand code on the supply
order will be set to Inventory Order or Non Inventory depending on the part
type. Note, if a purchase order was to be direct-delivered, no change of
demand code will be made.
- If the customer order line is pegged and connected to a project, but
you have specified either replicate or not to replicate the cancellation to
the supply order, the pegged supply order will be un-pegged from the customer
order line only when the supply codes of the customer order line is “Purch Order Trans” and “Int Purch Trans”.
The demand code on the supply order will be set to Project Inventory or Non Inventory depending on the part type.
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:
- Use the Populate or the Query function to display the appropriate order.
- 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.
- 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.
- 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:
- Use the Populate or the Query function to display the appropriate order.
- Select the order line in question. Choose Cancel Order Line in the right mouse button
menu in the lower part of the window.
- 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.
- 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).