How To: Use Structured Cancellation Reasons

WARNING: Sales Orders cannot be deleted when the invoice is in a non-editable stage in the Sales Invoice Manager.

There are many reasons why a Sales Order might be cancelled, for example where a customer wishes to cancel the whole order. Structured cancellation reasons force the user to select from a pre-defined list of reasons whenever a sales order is cancelled. There is also an option to add a supporting free text note. This screen must be enabled in [ System Values | Sales - Order Display | Structured Cancellation Reasons ] before it can be seen.

A report showing the reasons for cancellation can then be produced, see How To: View a Customer's Cancelled Sales Order.

Setting Up Structured Cancellation Reasons

1. Open [ System Data | Structured Cancellation Reasons ]
2. Press Alt+E or click to enter edit mode.
3. Press F3 or click to add a new item.
   • In the Reason column enter the reason why the customer cancelled the sales order. This is mandatory when using structured cancellation reasons and is limited to (max 50 characters) .
   • If you want the user to add a note as to why the sales order is being cancelled, tick the Require Supporting Note checkbox.
4. Press Ctrl+S or click to save.

Using Structured Cancellation Reasons When Cancelling a Sales Order

1. Click to delete the Sales Order.
2. Select the deletion / cancellation reason from the pre-defined drop down list.
3. Enter a supporting note, if required, into the free text box.
   Note: If the supporting note has been set as mandatory against the reason selected in[ System Data | Structured Cancellation Reasons ], the dialog will not allow the user to click on OK before a note has been entered.
4. Click OK, the Sales Order will then be deleted.

See Also

• Sales Orders screen