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 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.
• 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.

Window

Customer Order
Handle Customer Order Shortages

Related Window Descriptions

Customer Order
Customer Order/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).