Cancel Customer Order
Explanation
You can cancel an entire customer order by using Cancel command in the Status 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 command. 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.
If you enter a package part in the customer order line with the supply code Internal Purchase
Direct or Purchase Order Direct, the customer order cannot be closed from the component
level in both external and internal customer orders.
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.