How do I cancel orders?

Abort an order that has been recorded in the Materials Management application.

Contents

Canceling an order
Why can't I cancel an order?
Options

Canceling an order

1. Open Connect Materials Management > Inventory > Cancel Order.

The grid displays every transaction that was created on the Input Date.

2. Set up the Include Inventory Orders for the Following Criteria.

You can look up the order by entering the inventory number or vendor number or leave the Value set to All to include all inventory orders for all vendors. The grid at the bottom of the screen will display the inventory orders. You can sort the information in the grid by clicking on a column heading.

3. Use the grid to locate the inventory item.

4. Click to select the inventory item.

The row in the grid is highlighted.

5. Select the Cancel option.

You can cancel the entire quantity or cancel a portion of the ordered quantity. Complete this step for each order.

What do you want to do?

Cancel the entire order. Use the Cancel drop-down list to select Yes.
Cancel part of the order. Use the Cancel drop-down list to select Partial. Enter the value in the Quantity to Cancel column.

6. Click GO (CTRL+G).

The order is canceled.

Why can't I cancel an order?

You will not be able to cancel an order when the order has already been used to create a requisition in the Accounts Payable application.

Options

Cancel column

You can cancel the entire quantity or cancel a portion of the ordered quantity. Complete this step for each order.

What do you want to do?

Cancel the entire order. Use the Cancel drop-down list to select Yes.
Cancel part of the order. Use the Cancel drop-down list to select Partial. Enter the value in the Quantity to Cancel column.

Cancel date

This is the date the routine will use to create the transaction to cancel the order.

Do you want to use the current date as the cancel date?

Yes, I want to use the current date. Continue to the next step.
No, I want to use a different date. Click on the Cancel Date field and type in a date. The date format is MM/DD/YYYY.

Canceled by

This is the name of the user who is responsible for canceling the order.

Include inventory orders for the following criteria

In Caselle, the Selection Criteria allows you to choose which orders to cancel. You can look up the order by entering the inventory number or vendor number or leave the Value set to All to include all inventory orders for all vendors. The grid at the bottom of the screen will display the inventory orders. You can sort the information in the grid by clicking on a column heading.

Input date

The Input Date is the date the system will use to record the transaction. Enter the date the cancelation will be created in the Input Date field. The Input Date groups entries together. This allows you to report entries by input date later.