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Sales Order Cancellation in SL 2011 Order Management

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Posted on by Community Member Microsoft Employee

What is the right way for cancelling an order in SL 2011 Order Management module?

Currently we are following this practice. Cancelling Shipper first and then cancel the order:

1. First go to Shipper screen and change SalespersonID to 00001, set Dollar Amount to 0, and Qty to 0

2. On SO screen, change SalespersonID to 00001, set Dollar Amount to 0, and Qty to 0

3. Under Order Status tab, check Cancelled box.

It is in step 2 that we are having issue in resetting Qty to 0. It won't let us do so.

Is there a better way for cancelling an order?

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Order Cancellation in SL 2011 Order Management

    Thanks. We will do as advised by you.

  • Verified answer
    Mark E Profile Picture
    Mark E 6,405 on at
    RE: Sales Order Cancellation in SL 2011 Order Management

    Yes, that will cancel the Sales Order, but will not cancel any Open Shippers related to the Order.  I would suggest also making the "Cancel Open Shippers" checkbox visible, and check them both when you want to cancel a Sales Order.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Order Cancellation in SL 2011 Order Management

    Yes. It is not visible due to customization. But we have the Cancelled box placed under Order Status tab. If we check that box and save, the order should be cancelled thru the SO screen, and we don't have to cancel it in the Shipper screen. Is it correct?

  • Suggested answer
    Mark E Profile Picture
    Mark E 6,405 on at
    RE: Sales Order Cancellation in SL 2011 Order Management

    Full description is "Other Information"  It is the 4th tab under standard SL screen.  If you don't see that tab, then the screen may have been customized to remove it from view.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Sales Order Cancellation in SL 2011 Order Management

    But I don't find the "Other Info" tab in my SO screen.

  • Suggested answer
    Mark E Profile Picture
    Mark E 6,405 on at
    RE: Sales Order Cancellation in SL 2011 Order Management

    Easiest way to cancel a Sales Order and any Open Shipper related to it is to (on the Sales Order, Other Info tab):

    • Check the "Cancelled" checkbox
    • Check the "Cancel Open Shippers" checkbox
    • Finish the Sales Order

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