Canceling and Changing Open Orders - CUS 11
The Cancel and/or Change Open Order program is used to cancel or make changes and additions to processed orders. Processed orders are orders that have been printed as pick lists, purchase orders, acknowledgments, invoices, or processed via F12, which processes orders without printing them.
This program should be used when a batch of orders needs to be updated or canceled. If only one order is being changed or canceled, it may be faster to enter the order number in the Order Search and Inquiry program and press F6. Both methods lead to the Cancel/Change program.
This program automatically allocates or de-allocates inventory. It also changes all dates, status codes, and so on, according to the changes you make. All changes occur at the time the program is run. All search and inventory screens are immediately updated.
Changed orders can be optionally printed as adjusted pick lists, adjusted order acknowledgements, or other documents. Cancelled orders create a print spool entry with the forms number CANC, but are held there instead of automatically printing. To print an order cancellation, release the print spool. Otherwise, cancel the print spool. It is advisable to replace file copies of orders with the most recent adjusted version. There is also an option not to print the adjusted order.
Orders that were processed, but not printed as pick list can be released for printing using this program.
Protected Fields
As noted earlier, the order entry and order change programs use the same screens and process. However, there are some fields that are protected.
Order Header Screen
- You can not override the operator's initials (Init) field. This restriction is to preserve the initials of the operator who originally entered the order.
- The Supplier and Warehse# fields cannot be changed. If a header field that is inaccessible requires change, this indicates that the order needs to be canceled completely and re-entered via the Order Entry program.
Order Detail Screen
- You can not change an item number, lot number, or serial number. You can cancel a line containing an incorrect item number, lot number, and/or serial number, and then add a new line to the order with the correct information. This restriction is imposed in order to preserve a record of item numbers, lots, serial numbers, and such that were changed on each order. Order Inquiry preserves all lines on the order, even those that were canceled. This feature enables you to track which items, lots, and serial numbers originally appeared on each order, as well as the current status of each order.
- You can not change the Warehouse field, which controls transfers. If you selected the incorrect warehouse, cancel that line and enter a new line. This corrects the order, leaves an audit trail, and if the canceled line was a transfer, the next transfer pick list run contains notification that the line was canceled. If the new line is a transfer, it is added to the next transfer pick list run.
Before canceling a transfer, you should note the status of the line of the transfer. If it is still at T, the transfer has not left the originating warehouse. You should immediately contact the warehouse involved and have them remove it from the transfer schedule. If it is at any other status, depending on how the status is defined in your company, you will need to take appropriate steps if the material has already left the warehouse, or has already been received at the destination warehouse.