Cancelling Orders
You can cancel sales orders, order lines, returns, and return lines. Oracle Order Entry/Shipping automatically adjusts demand and reservations for cancelled lines.
If you want to cancel an entire order, you need to do so before any of the order lines are pick released, shipped, or invoiced. If you want to cancel an entire return, you need to do so before you run RMA Interface or Receivables Interface on any of the return lines.
For a detailed explanation of the rules governing order cancellation see: Order Cancellation.
Prerequisites
Set up your Cancellation Code QuickCodes.
Set up your security rules to determine when you allow cancellation of orders.
To cancel an entire order or return:
1. Navigate to the Cancel Orders window.
2. Query an order or return by entering any combination of Order Number, Order Type, Customer Name, Customer Number, Customer PO, Order Date, and Order Category. See: Searching for Information.
3. Choose the Cancel Order button.
4. Enter the reason why you are cancelling the order. You must enter a reason if you want to cancel the entire order or return without cancelling each line.
5. Optionally, enter comments.
6. Choose Yes to cancel the entire order or return.
Caution: Choosing Yes performs the cancellation and saves your changes. This step is irreversible.
To cancel an order line or return line:
1. Navigate to the Cancel Orders window.
2. Query an order or return.
3. Tab to or click in the Line region to display all the lines for the order or return.
4. Enter the item quantity to cancel.
This quantity must be less than or equal to the Allowed quantity for this order or return line. If you leave this field blank the order line or return line is not cancelled.
If you try to cancel a quantity for a line that would violate your security rules, you get a message telling you which security rule is preventing you from cancelling that line.
5. Optionally, check Cancel in Full to cancel a model and all of its unshipped options, uninvoiced options, or included items.
6. Choose the Cancel Line button.
7. Enter the Reason why you are cancelling the line.
8. Optionally, enter comments.
9. Choose Yes to cancel the order or return.
Caution: Choosing Yes performs the cancellation and saves your changes. This step is irreversible.
To cancel partial quantities for a line with multiple details and included items:
1. Navigate to the Cancel Orders window.
2. Query an order or return and display the lines.
3. Enter the partial item quantity to cancel.
4. Choose the Details button to specify which quantities of which details you want to cancel. The Schedule Details window appears.
You can only choose the Details button when you have entered a partial quantity to cancel in the Cancel Orders window, the line has multiple schedule details, and it is unclear which details should be cancelled.
5. Enter the quantity you want to cancel for the schedule detail lines.
This quantity must be less than or equal to the Allowed Quantity. If you leave this field blank, the schedule detail line is not cancelled. The sum of the schedule detail quantities you enter for each schedule detail line must equal the Cancel Quantity in the Cancel Orders window.
6. Choose the Cancel Details button.
7. Enter the Reason why you are cancelling the details.
8. Optionally, enter comments.
9. Choose Yes to cancel the line details.
Caution: Choosing Yes performs the cancellation and saves your changes. This step is irreversible.
See Also
Order Cancellation
Defining Order Entry QuickCodes
Cancelling Backordered Included Items
Defining Security Rules
