Canceling orders

You can cancel an un-invoiced order with or without a credited payment (prepayment). Canceling an order without a prepayment reverses an order. Canceling an order with a prepayment creates a credit balance. You can apply a credit balance to another order or issue a refund to a customer.

To cancel an order

Follow this procedure to cancel an un-invoiced order without a prepayment. A canceled, un-invoiced order without a prepayment does not generate invoice or transaction line items. Therefore, the Enter and edit orders window's Account Info tab will not reflect any record of either the order or the cancellation of the order.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) you want to cancel.
  3. Click Delete. A system message prompts you to verify the cancellation of the order.
  4. Click Yes to cancel the order. CANCELED displays in the Status field.

To cancel an order with a cash prepayment

Follow this procedure to cancel an un-invoiced order with a cash prepayment. A canceled, un-invoiced order with a cash prepayment will generate a credit balance on the Customer Management Transaction Ledger window (from Customers, select Manage customers, select the AR/Cash tab on the History section, and double-click the order). However, a canceled, un-invoiced order will not generate any transactions on the Enter and edit orders window's Account Info tab.

When canceling an order with a cash prepayment, you can apply a credit balance to another order or issue a refund to the customer. See Accounts Receivable (see AR/Cash) for details about applying credit balances (see Recording credit memos) and issuing refunds (see Creating credit invoices).

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) you want to cancel.
  3. Click Delete. A system message prompts you to verify the cancellation of the order.
  4. Click Yes to cancel the order.

To cancel an order with a credit card prepayment

Follow this procedure to cancel an un-invoiced order with a credit card prepayment. The following steps will cancel both an order and a credit card prepayment.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) you want to cancel.
  3. Select the Payments tab.
  4. Click Edit.
  5. Delete the amount in the Payment Amount field, but do not alter any data in the other fields:
    • Do not delete the data in the Check # / CC, Credit Card Number, Expiration Date, or Name on Credit Card fields. In order to apply a reversal to the correct cash account and for a payment method to reflect the correct reverse entry, the original, correct data must be entered in these fields.
    • If the Recognize Credit Card Order Payments as Prepaid Cash option is enabled on the AR/Cash Set up module window (from AR/Cash, select Set up module), deleting a payment removes the value from the following fields: Orders.RECOGNIZED_CASH_AMOUNT, Invoice.CREDITS, and Invoice.BALANCE.
    • If the Recognize Credit Card Order Payments as Prepaid Cash option is not enabled, Orders.RECOGNIZED_CASH_AMOUNT is not populated, and an invoice transaction is not created.
  6. Click OK to delete the credit card prepayment.
  7. Click Delete. The Enter and edit orders window defaults to the Overview tab, and a system message prompts you to verify the cancellation of the order.
  8. Click Yes to cancel the order.

To cancel an invoiced order

See Entering credit memo orders.

To restore a canceled order

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Open the order (see Finding orders) you want to restore.
  3. Click Edit. A message displays prompting you to restore the order.
  4. Click Yes. A message displays prompting you to proceed with the order edit.
  5. Click OK to restore the order, and make any necessary edits.
  6. Click Save.