Overview
Describe fields contained in the Sales Order Header > Cancel/Reverse tab, and functionality related to them. After changes are completed, the user can commit them by clicking Save on Sales Order Header.
Sales Order Cancel/Reverse Tab
Fields
Cancelled: This indicates if this Sales Order has been canceled by the User.
Cancelled Reason: Sales Order cancellation reason code.
Cancelled Date: Sales Order cancellation date. Defaults to the current day, but can be overridden by the user.
Closed: When checked, the Sales Order is flagged as closed and no further changes can be made to this Sales Order. This flag can be set manually once all SO Lines have been fully shipped, or on orders that have been previously flagged as Cancelled (order not fulfilled qualify). Users cannot add new SO Lines or change key fields when a Sales Order is closed. A Closed Sales Order can be reopened by unchecking the box and saving the Sales Order.
Processing - Cancellation
Cancelled box and Cancelled Reason Dropdown: By clicking the Cancelled box, selecting a Cancelled Reason code (mandatory input, to pick valid values from Sales Order Reason Codes records for the Division) and Saving, the user can effectively Cancel the entire Sales Order.
Sales Orders that have already been partially OR fully Picked (materials have been issued), Packed, or Shipped cannot be Cancelled. In order to Cancel a processed Sales Order, Picking, Packing and Shipping actions can be reversed from the Sales Order Fulfillment screen.
Firmed Sales Orders can be canceled, however, if the Cancellation is then reversed, the Sales Order lines will have to be firmed again to move forward to Sales Order Fulfillment.Refer Sales Order Fulfillment for more details on the Fulfillment process.
To reverse the Cancellation of a Sales Order, navigate back to the Cancel/Reverse tab, and uncheck the Cancelled box. Then click Save.
