An order that has been filled can be cancelled if it is first unfilled. An order is unfilled by deleting the packing slip or slips associated with the order.
An order that has been shipped can be cancelled if it is first unshipped and then unfilled.
An order that has been billed can be cancelled if it is unbilled, unshipped and then unfilled. The following describes the procedure for cancelling an order that has been billed.
Unbill an Order
An order is unbilled by running the process Un-bill a Packing Slip. This process removes the invoice created when the packing slip was billed. It also removes the billed date from the packing slip and, puts the inventory units back into inventory. In other words, the units and committed fields in the inventory product master record are increased.
Use the following procedure to unbill an order:
1. Find the packing slip or slips associated with the order. Do this by selecting Edit Packing Slips. Press the QUERY <F2> button. Tab over to the order field and enter the order number of the order you want to cancel. Press the FIND <F3> button until there are no more entries. Be sure to note each packing slip number that is found. Press the EXIT <F8> button to exit from the packing slip screen.
2. Select Un-bill a Packing Slip from the Data Entry, Order Entry Menu. The screen displays the following parameter screen for user input:
Enter the number of the packing slip you wish to unbill. When you press the RETURN key, the order number associated with the packing slip and the date it was billed are displayed. If you are satisfied that this is the packing slip you wish to unbill, press the STORE <F5> button to start the unbilling process. When the process has finished unbilling the packing slip, the fields on the screen are cleared and you may enter another packing slip to be unbilled.
Unship an Order
The next step in the process of cancelling an order once it has been unbilled is to unship the order. An order is unshipped by running the process Un-ship a Packing Slip.
The following describes the procedure for unshipping an order.
1. If you do not already know which packing slip or slips are associated with the order you want to cancel, find them by selecting Edit Packing Slips from the Data Entry, Order Entry Menu. Press the QUERY <F2> button. Tab over to the order field and enter the order number of the order you want to cancel. Press the FIND NEXT<F3> button until there are no more entries. Be sure to note each packing slip number that is found. Press the EXIT <F8> button to exit from the packing slip screen.
2. Select Un-ship Packing Slip from the Data Entry, Order Entry Menu. The following parameter screen is displayed for user input:
After you enter the number of the packing slip you wish to un-ship and press the RETURN key, the order number associated with the packing slip and the date the order was shipped is displayed. When you are satisfied that this is the packing slip you wish to un-ship, press the STORE <F5> button to start the un-ship process. When the packing slip has been unshipped, the fields on the screen are cleared, and you may enter another packing slip to be un-shipped. The process is terminated and the Order Entry menu is redisplayed by pressing the CANCEL button (keys <F1>x).
Unfill an Order
Now the order needs to be unfilled. An order is unfilled by deleting its associated packing slip or slips. Do this by selecting Edit Packing Slips from the Data Entry, Order Entry Menu. Refer to Chapter 6, Packing Slips for instructions on deleting a packing slip.
The order is now unfilled and can be cancelled in the manner described in the previous section.
Different parts of the above procedure are used for cancelling an order depending on what stage the order is in (i.e. a shipped but not billed order does not need to be unbilled, a filled but not shipped order does not need to be unshipped).