Cancelling an order without refunding the order, results in
a credit balance on the order. This credit balance can then be transferred to
another order.
Note: Inventory product orders can
ONLY be cancelled after the product is added to the order; payment has been
received, and BEFORE the packing slip has been generated. If a packing slip
has been generated for the order, the order must be “Returned”
To cancel an inventoried product order, from the Order Entry
screen, click Cancel an Item from the Work with Line Items screen task
category OR Cancel an Order from the Work with Orders task category.
Each will do the same functions just based upon either the Order or Line items.
1. The Cancellation
& Refund Control screen will appear. From the Scope of the Refund
section, select the Cancel Only radio button.
2. Update the Reason
Code as to why the order is being cancelled
3. Update the Cancellation
Fee as needed.
4. Update the Cancellation
Comments.
5. Click Process
to save any changes.
6.
The line status will update to Cancelled and a credit will appear
on the line.
