Versions Compared

Old Version 12

changes.mady.by.user Andres Toledo

Saved on

compared with

New Version 13

changes.mady.by.user Andres Toledo

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
ExcerptThe system allows canceling Standing Orders. This article explains how to do it. For reactivating a SO already canceled
Excerpt

In this article you will learn how to cancel a Standing Order.

To reactivate a cancelled SO, read Reactivate a Standing Order 

Panel
bgColor#E3FCEF

Roles enabled to perform this action: Admin, Sales Manager, Sales, Procurement Manager, Allocations.

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "hold-prebooks" , "standing-order" , "so" )
labelsstanding-order SO hold-prebooks


To cancel a Standing Order (SO),

please follow the next steps

do the following instructions: 

  1. Go to Prebooks & SOs and select Standing Order Summary.

  2. Search the Standing Order.

  3. Click on Cancel from the Actions column.

  4. Click on Yes.

It is not possible to cancel a locked Standing Order.

Info
If

Prebooks related to the Standing Order

had Prebooks... 

:

If there are prebooks generated from this Standing Order, you might hold those Prebooks before canceling the SO, so they are not sold.

To do that,

click

  1. Click on View Prebooks in the Actions column and follow the instructions described

on 

  1. on How to hold a Prebook item?.

  2. You should hold all the Prebooks which have not been billed or confirmed in the inventory.

  3. Once you have held the Prebooks, return to the Standing Order Summary and proceed with the cancellation.

Image Modified
Filter by label (Content by label)showLabelsfalsemax10showSpacefalsesorttitlecqllabel in ( "hold-prebooks" , "standing-order" , "so" )labelsstanding-order SO hold-prebooks