HOWTO: Cancel an Order
From Tailwind Wiki
The following document outlines the cancellation of an order. It should be noted however that the user must have the proper Personnel Security settings in order to perform this action.
Overview
When cancelling an order then end result may differ depending on the status of the order and System Configuration settings. If an order has not yet been posted, the order can be cancelled without the creation of an additional record. If the order has been posted, the action of cancellation may create a reversal record that will zero out the original order, and will display as a related transaction in the original order. In either scenario, the user may be required to enter a reason for cancellation in order to complete the action.
The following image represents a typical order entered into CMS:
Procedure
Open the Order to be Cancelled
This can be achieved by either:
- Navigating to the Order List and locating the order
- Clicking the Open Order button in the Horizontal Toolbar and entering the order number
Cancelling the Order
While viewing the opened Order form, navigate to the File Menu located within the order form and select Cancel Order.
A dialogue box will display for date selection of the reversal record, if applicable, and entry of a reason for cancellation. Once completed, select Yes to confirm and complete the action.
Related Dispatches
If any shipments from the cancelled order have been placed on a dispatch record, the related shipments will be removed from the related dispatch record. It should be noted that the cancellation of an order does not cancel any related dispatches. Dispatches should be cancelled separately, if necessary.
