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The Cancellation & Refund screen is used to
process a cancellation without a refund, or cancellation with a refund.
Through this screen, users can accept or override a cancellation fee, view the
transactions in a cancellation process, and generate a refund directly from the
screen rather than going through the formal refund process. The screen
displays the balance information on the order to be cancelled or refunded,
receipt and refund amounts, refund authorization, a line item summary of the
cancellation, and a summary of the transaction itself.
Note: Inventoried products orders
can only be cancelled after the product is added to the order, and payment is
received and BEFORE a packing slip has been printed. This leaves a small
window when a refund can occur. Once a packing slip has been printed, the
product has to be returned instead of cancelled.
Note: If you cancel an order by
mistake, there is NO way to fix this line from the Order Entry screen. You
must create a new order or order line and transfer the money from the cancelled
order.
The following are a few scenarios where the organization may
need to cancel an inventoried product order:
