Inventoried
product orders can only be cancelled after the product is added to the
order and payment is received and BEFORE a packing slip has been generated.
If a packing slip has been generated, you must return
the inventoried product.Inventoried
product orders can only be cancelled after the product is added to the
order and payment is received and BEFORE a packing slip has been generated.
If a packing slip has been generated, you must return
the inventoried product.
The Cancellation and Refund screen is used to process a cancellation without refund or a cancellation with refund. Through this screen, you 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.
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.
Cancelling
a master line item automatically cancels all sub-items.
As of 7.4.2, when shipping is defined by schedule, on cancellation of an inventory line, the shipping charges for the cancelled line will be distributed to non-cancelled lines and financial transactions will be created/updated accordingly. When payment is made by cash, type 3 transactions will be created; else, type 9 transactions will be updated with the ship amount of the cancelled lines.
As of 7.6.1, if the organization is using Vantiv, when a receipt created by FAR680 has a date value in Far_Receipt.AUTHORIZATION_RECYCLING_END_DATE, it cannot be refunded. If the user attempts to refunded a payment created by FAR680 before the FAR681 response has been processed (i.e., while Far_Receipt.AUTHORIZATION_RECYCLING_END_DATE is not null, because FAR681 will update the Far_Receipt.AUTHORIZATION_RECYCLING_END_DATE to NULL), the user will be presented with a message: The payment you are attempting to refund cannot be refunded until on or after [Far_Receipt.AUTHORIZATION_RECYCLING_END_DATE] because the payment has not yet been collected. For more information, please see Vantiv Authorization Recycling.
The following cancellation logic needs to be taken into consideration before processing a cancellation:
Line Status |
Fulfill Status |
Logic |
|---|---|---|
Proforma |
Not Fulfilled |
If the Order Status is manually changed to "Cancelled" or if the user selects "Cancel an Order" from the Work with Orders task category, as of 7.5.2, the system will prompt the user to confirm the cancellation before proceeding.
If the user right-clicks a line item and select "Cancel" or if the user selects "Cancel an Item" from the Work with Line Items task category, the system automatically changes the Line Status to "Cancelled" and the Order Status is updated to "Cancelled". |
Active |
Not Fulfilled |
If payment has been applied to the order and the line item is cancelled, the Cancellation and Refund Control screen displays.
If no payment has been applied to the order and if the Order Status is manually changed to "Cancelled" or if the user selects "Cancel an Order" from the Work with Orders task category, as of 7.5.2, the system will prompt the user to confirm the cancellation before proceeding.
If no payment has been applied to the order and if the user right-clicks a line item and select "Cancel" or if the user selects "Cancel an Item" from the Work with Line Items task category, the system automatically changes the Line Status to "Cancelled" and the Order Status is updated to "Cancelled".
The Committed with No Packing Slip count increases and the Available count decreases on the Inventory Locations screen. |
Active |
Packing Slip Printed |
The system will display a message asking if you want to withdraw the packing slip and cancel anyway. |
Active |
Pre-Shipped |
The order line CANNOT be cancelled; it must be returned. |
Active |
Shipped |
The order line CANNOT be cancelled; it must be returned. |
Back-Ordered |
Not Fulfilled |
If payment has been applied to the order and the line item is cancelled, the Cancellation and Refund Control screen displays.
If no payment has been applied to the order and if the Order Status is manually changed to "Cancelled" or if the user selects "Cancel an Order" from the Work with Orders task category, as of 7.5.2, the system will prompt the user to confirm the cancellation before proceeding.
If no payment has been applied to the order and if the user right-clicks a line item and select "Cancel" or if the user selects "Cancel an Item" from the Work with Line Items task category, the system automatically changes the Line Status to "Cancelled" and the Order Status is updated to "Cancelled".
|
Active |
Terminate Standing Order |
The Cancellation and Refund Control screen displays with the option to refund and cancel or cancel only, depending on if a receipt has been applied to the order. |
Held |
|
As of 7.5.0, when a held line is cancelled, the system will prompt the user with a message indicating that the user needs to make the held line "Proforma" or "Active" and then cancel the line. This is also applicable if the line that is cancelled is not held but it has sublines which are in held status. |
For a Type 1 and 3 receipts, in order for your constituent to receive the full refund on a cancelled product, you must apply a 100% refund to the product and the shipping charge associated with that product (see Cancelling an Inventoried Product Order with a Refund). If you do not, the shipping charge gets automatically recalculated to the other inventoried lines and a balance due will display.
Cancelling a standing order would mean that all component product sub-order lines that have shipped will be updated to “R” returned) and all unshipped component product order lines will be cancelled. However, the system does not currently allow an order with order line(s) that have shipped to be cancelled. Therefore, if the order being cancelled is a standing order (i.e., the master order line contains an INV standing order product (product type code = S)), and if the order contains component product sub-order lines that have been shipped, the following message will display: [Product name] has been shipped and not recorded as returned; therefore, product cannot be cancelled. Please process returns for all shipped order lines. Alternatively, if shipped products are not being returned, select the “Terminate Standing Order” task to end future standing-order products from being sent to the customer.
If the standing order is the only order in the order and if the order does not contain any shipped order lines that have not been returned, if the user clicks the “Cancel an Order” task in the “Work with Orders” task group, the system will open the Cancellation and Refund screen if payment(s) have been made and cancel each unshipped order line in the standing order, zeroing out the order base total amount and Type 4 sales txn, and creating refund txn if appropriate
It’s possible that there could be other order lines in the order not related to the standing order. The user might want to cancel the standing order but not cancel all of the other order lines in the order. To support this requirement, a new task has been added to the “Work with Line Items” task group called, “Cancel Standing Order”. This task is only visible if the user has selected an order line with an INV standing order product (product type code = ‘S’).
If the standing order contains one or more shipped order lines that have not been returned, if the user clicks the “Cancel Standing Order” task in the “Work with Line Items” task group, the user will get the same error message as shown above: [Product name] has been shipped and not recorded as returned; therefore, product cannot be cancelled. Please process returns for all shipped order lines. Alternatively, if shipped products are not being returned, select the “Terminate Standing Order” task to end future standing-order products from being sent to the customer.
If the standing order does not contain any shipped order lines that have not been returned, if the user clicks the “Cancel Standing Order” task in the “Work with Order Lines” task group, the system will open the Cancellation and Refund screen if payment(s)
have been made and cancel each order line in the standing order, zeroing out the order base total amount and Type 4 sales txn, and creating refund txn if appropriate. Order lines in the standing order are those sub-order lines where Order_Detail.RELATED_LINE_NO = order line number of the standing order product order line.
If the user selects either the “Cancel Line Item” task or the “Cancel” command when a standing product order line is cancelled, the system will also cancel the related sub-order lines for the component product order lines.
A single standing order component product order line is the same as a regular INV product order line. Customers can cancel an unfulfilled component product order line, in the same way they can cancel a regular unfulfilled INV order line. When an unfulfilled standing order component product order line is cancelled, the system zeros out the order line and Type 4 sales transaction as it does when a regular unfulfilled INV order line is cancelled. If the component order line has a price > $0 and if a payment has been made, then cancelling an unfulfilled component order line opens the FAR003a Cancellation and Refund screen so that the user can identify the refund amount, if any.
In this section:
· Cancelling an Inventoried Product Order with a Refund
· Cancelling an Inventoried Product Order without a Refund