Order Cancellation
Oracle Order Entry/Shipping provides the features you need to cancel sales orders, returns, internal orders, and service orders. You can cancel entire orders or returns, individual lines, or individual line details.
Entire Orders or Returns
Restrictions
Your security rules for orders and returns determine whether you can cancel orders, returns, and lines based on their current cycle status. In addition to your security rules are system defined rules. Under these rules you cannot cancel an order if:
- it has already been cancelled at the order level
- an ATO line has been processed to manufacturing release (work order open or beyond)
- any line has been pick released (including orders that were entirely backordered at release)
- any line has been back ordered or backorder released
- any part of a line has been shipped or invoiced
- any return line has been received or credited
- the RMA Interface or Receivables Interface has run on any return line
Order Entry/Shipping honors security rules that you define for the Cancel operation that are stricter than these rules, but if you define any that conflict with these rules, they are ignored.
As long as an order is not subject to other restrictions that keep it from being cancelled, you can cancel an order:
- with a line that has been cancelled
- with a line that has demand or reservations (demand and reservations are automatically adjusted)
Results
Cancelling an order:
- cancels the lines and line details
- sets the order cycle action to Cancel Order and the result to Complete
- toggles the Cancelled check box on in the Cancel Orders window
- stops other changes from being made to the order and lines until the cancel is done
Individual Lines or Line Details
Restrictions
To cancel individual order or return lines, you can query an order or return and then select the lines or line items that you want to cancel. As with whole orders, there are system defined rules governing the cancellation of lines. You cannot cancel:
- quantities that have already been cancelled
- quantities that have been pick released but not yet back ordered or shipped
- quantities that have been back ordered or backorder released
- quantities that have shipped or been invoiced
- any part of a line detail that has shipped or been back ordered even if the Update Shipping program has not yet updated the line detail
Results
Cancelling a line:
- sets the order cycle action to Cancel Line and the result to Complete or Partial appropriately
- toggles the Cancelled check box on in the Cancel Orders window
Details
If you want to cancel partial quantities of lines that have a variety of scheduling attributes such as different shipping details or inventory controls, then you must enter the appropriate quantity information for each detail. The sum of the detail quantities you specify must equal the quantity you cancel on the order or return line. If you are cancelling lines without schedule details or where you are cancelling full quantities to include all details, you can perform the cancellation without entering detail quantities.
Configurations
The allowed cancel quantity for a model line includes the complete configuration. You can cancel complete models from the model line, or cancel individual components below the model line as long as you maintain configurations in complete proportions. If you cancel a model from the model line, Order Entry/Shipping automatically cancels the option items, option classes, and included items in full ratios of the cancelled quantity.
If you cancel an option or option class, you can only cancel whole integer multiples of the parent quantity of a model. Oracle Order Entry/Shipping gives you an error message if you try to cancel incomplete proportions of configurations. You cannot cancel partial quantities of option lines that would result in incomplete configurations.
Incomplete Configurations Remaining
If you have shipped partial quantities of components in a configuration, you may cancel the leftover incomplete configurations by checking the Full check box in the Cancel Orders window. When you choose Full, Oracle Order Entry/Shipping cancels everything below the model line that you are on that is not shipped or invoiced. The cancel quantity on the model may be zero because there are no complete configurations, but there may be options that you can cancel below the model line that you cannot cancel at the option line.
Mandatory ATO Option Classes
In ATO configurations, Oracle Order Entry/Shipping prevents you from cancelling mandatory option classes, and from cancelling the last option item from a mandatory option class. Such components cannot be cancelled because the AutoCreate Configuration Items program in Oracle Bills of Material would fail if an option class was missing a mandatory component in an assemble-to-order configuration.
Included Items
Included items are automatically cancelled when you cancel the option item, class, or model with which they are associated. If you have shipped some included items before their corresponding option item, class, or model and you attempt to cancel the option item, class, or model, Oracle Order Entry/Shipping automatically cancels the remaining included items. However, if you have shipped some required-for-revenue included items, your cancel quantity allowed on the included items' parent may be restricted to allow you only to cancel a parent quantity that includes whole ratios of any remaining required-for-revenue included items. For example:
|
| 100
| Model A
| 0
| 99
| 1
|
| 1
| 100
| ..Option Class B
| 0
| 99
| 1
|
| 1
| 100
| ...Option Item E
| 2
| 98
| 0
|
| 3
| 300
| ...Included Item C
| 2
| 297
| 1
|
| 4
| 400
| ...Included Item D
| 2
| 396
| 2
|
| *Note: Check the Full check box to cancel incomplete configuration quantities remaining.
|
Returns
The allowed cancel quantity for a model line does not include the complete configuration for returns of PTO configurations. Return lines are entered as an individual line, not as configurations. Therefore, if you want to cancel a complete configuration, you must cancel the model line and the individual components' option lines.
Internal Sales Orders
You can partially or fully cancel the line quantities on internal sales orders. If you cancel an internal sales order, order line, or backordered order line, you get a warning message that it is related to an internal requisition line that you also need to cancel.
Backordered Included Items
Use the Cancel Backordered Included Items program to cancel backordered included items that are holding up orders for shipment or closing.
Service Orders
You can attach service to an order at the time you place the order in Oracle Order Entry/Shipping or at a later time through the Oracle Service product. Base warranties are attached to items through the bill of material. If you order service after the serviceable part has already shipped, the service line stands alone instead of attached to an order line.
When cancelling service orders and lines:
- You can partially cancel a serviceable item or an ATO or PTO model with service attached without cancelling the service itself.
- If you fully cancel a standard item, the service is also cancelled.
- You can fully cancel service that was attached to a line at order entry.
- You cannot partially cancel service that was attached to a line at order entry.
- In Order Entry/Shipping you cannot cancel a service order that was generated through the Oracle Service product. You must cancel it using the Service product.
See Also
Cancelling Orders
Defining Order Entry QuickCodes
Cancelling Backordered Included Items
Defining Security Rules
