Many warehouses keep items tagged to sales or transfer orders in a separate tagged location. When a tagged order is canceled, generate a warehouse in-process request to notify the warehouse of the canceled order. Warehouse operators can then decide if they should move the items on the order from the tagged location back to their primary locations.
Note: You can only generate warehouse in-process requests for sales or transfer orders that are completely cancelled. For orders that are only partially cancelled (only some items are removed from the order) you must manually send the warehouse a message indicating that those items were removed from the order. For any tagged item that is removed from an order, the system changes its status from tagged to stock.
To notify the warehouse that a tagged order was canceled:
From the Orders menu, select Sales Order Entry to display the Sales Order Entry window.
Recall the order that needs to be canceled.
Note: In order to generate a warehouse in-process request, the order must be invoiced before cancelling it.
Cancel the order by entering a negative amount for the amount ordered.
For example, if the original order was for 10 widgets, enter -10 for the widgets line item.
In the dialog box prompting you to verify the quantity change, click Yes.
In the dialog box prompting to generate a warehouse in-process request, click Yes to generate the request.
Note: If you click No, the system does not generate a warehouse in-process request, and the items are left in the tagged area. The system changes the items' status from tagged to stock whether or not you generate a warehouse in-process request.
The Return Goods Verification window displays.
Process the order cancellation.
See Also: