How To: Generate a Cancelled Sales Order Report

Table Of Contents

Before You Start
The Cancelled Sales Orders Report provides visibility of Sales Orders that have been cancelled, along with the reason for cancellation. This can help you identify trends, understand why orders are being lost, and improve your sales process.
Reports can be generated for:
  • An individual customer.
  • Multiple orders within a selected date range.

Before You Start

Khaos Control supports Structured Cancellation Reasons, which require users to select a predefined cancellation reason when cancelling a Sales Order. An optional free-text note can also be recorded.
To use Structured Cancellation Reasons, the feature must first be enabled in [ System Data | Sales - Order Display | Structured Cancellation Reasons ].
For information on cancelling a Sales Order, see How To: Cancel a Sales Order.

View Cancelled Orders for an Individual Customer

Use this option when you want to review cancelled orders for a specific customer.
  1. Open a Customer screen (show me how).
  2. Locate and load the required customer record.
  3. Open the [ Customer Service | Sales Orders/Invoices ] screen.
  4. Click the Show Cancelled checkbox twice. This is a tri-state checkbox.
  5. Click Go to refresh the results.
  6. Right-click within the grid and select Show Cancelled Sales Order from the context menu.
The report will display the cancelled Sales Orders for that customer, including any recorded cancellation reasons.

View Cancelled Orders by Date Range

Use this option when you need to report on multiple cancelled orders over a selected period.
  1. Open a Sales Order screen (show me how).
  2. Press F9, or click the drop-down arrow next to the Other Actions button.
  3. Select Audit > Legacy Audit.
  4. Click the Cancelled Sales Order Report button.
  5. In the Audit Dialog, click the Date Range button.
  6. Select the required date range.
  7. Click OK.
  8. Choose the type of transaction you want to report on:
    • Sales Orders
    • Credit Notes
    • Quotations
    • Return CR
    • Return EX
    • Select Cancel to include all order types
  9. The Cancelled Orders Summary report will be displayed.

Understanding the Report

The Cancelled Orders Report can include:
  • Cancelled Sales Orders.
  • The cancellation reason selected when the order was cancelled.
  • Any associated cancellation notes.
  • Transaction details based on the selected order type and date range.
This information can help identify:
  • Common reasons for lost orders.
  • Customer purchasing trends.
  • Product or service issues affecting sales.
  • Opportunities to improve customer retention.

See Also


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