Cancel and Reason Code Issues

Posted By Gcjamie over 2 years ago

Hi Everyone.

We have decided to setup Cancel and Reason Codes for all Sales orders and Quotes.

On Sales Order Options I have changed "Retain Deleted Orders/Quotes" to Prompt.

Now when I go to delete and Order/Quote I get a prompt asking do I want to save the Order in History and then after it asks me a for a reason code.

For some reason I can just click "OK" on the reason code part and it just lets me skip it without putting in a reason. Any idea why this might be? Any way to make a reason always required?

Thanks Guys

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FormerMember over 2 years ago

How are you dealing with reasons not offered? Skip the field?
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FormerMember over 2 years ago

How are you dealing with reasons not offered? Skip the field?
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Gcjamie over 2 years ago in reply to FormerMember

When they get to the screen that asks them for a reason for removal of sales order they are able to just click cancel and not put it in a reason. We would like to make a reason required.
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Kevin M over 2 years ago in reply to Gcjamie

I don't believe there is a way to make it a mandatory prompt.

(I've scripted something before for this, but I don't remember the details, but I'm sure it was not modifying the prompt... perhaps UDF and button script...).
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Cancel and Reason Code Issues

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