To Cancel a Special Order Account

The option to cancel a special order account is available on all three tabs: Items, Activity, and Comments while you are viewing the account you want to cancel. Closed accounts cannot be canceled.

1. Search for the special order account that you want to cancel.

2. When Oracle Retail Xstore Point of Service displays the account, select the Cancel Special Order option.

3. Oracle Retail Xstore Point of Service displays a message asking if the customer is present during the cancellation of the special order account. Select Yes or No.

   Figure 18-9 Checking for Presence of Customer

   
   

   

   
   

   • If you select No, continue with Customer Not Present.

   • If you select Yes, continue with Customer Present.

   Customer Not Present:

   If you select No, indicating the customer is not present:

   1. The system displays a prompt asking if you are sure you want to cancel the special order account. Select Yes.

   2. The system displays a prompt indicating that the balance amount due to the customer has been transferred to an escrow account. Press Enter to respond to the prompt and continue.

   3. The system returns to the Special Order Search form. You may select Back to return to the Customer Maintenance and Accounts Menu and perform other options. See Figure 18-4.

      The order status and item status are updated to Cancelled to Escrow.

   Customer Present:

   If you select Yes, indicating the customer is present, Oracle Retail Xstore Point of Service displays the following prompt. Press Enter to continue.

   Figure 18-10 Prompt if Customer is Present

   
   

   

   
   

   Note:

   Refer to the Oracle Retail Xstore Point of Service User Guide for more information about Special Order accounts at the POS.

   1. Select the Register option from the menu.

      Figure 18-11 Register Menu Option

      
      

      

      
      

   2. At the Register Pre-Sale screen, assign an associate to the transaction if your system's configuration requires an associate and press Enter.

   3. The Customer Lookup form displays. Enter search criteria in the form for the customer whose special order account must be canceled and select Process.

   4. If more than one customer name matches your criteria, select the correct customer from the list and choose Select & Continue.

   5. The Register Sale screen displays and the customer who owns the special order account is associated with it. Select Extended Transaction from the menu.

   6. Select Special Order from the Extended Transaction menu.

   7. Oracle Retail Xstore Point of Service displays a list of special order accounts for the selected customer. Select the special order account to be canceled and press Enter to continue.

      Figure 18-12 Special Order Results - Cancellation

      
      

      

      
      

   8. The system displays the details of the special order account you selected in the Special Order Mode. Select the Cancel Special Order options on the menu.

      Figure 18-13 Special Order Screen

      
      

      

      
      

      Note:

      For more information on cancelling special orders, see the Oracle Retail Xstore Point of Service User Guide.