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Gcjamie

Cancel and Reason Code Issues

Posted By

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

Parents

  • Choosing a Reason for Cancel/Delete is not required. I'm not sure how you can make this a required choice.  Here is what the options do.  

    Retain Deleted Orders/Quotes

    Select an option to define how deleted order/quote information is handled.

    • Select Yes to retain deleted order/quote information in sales history.

    • Select Prompt to be prompted to enter cancellation codes when an order/quote is deleted.

    • Select No if you do not want to retain deleted order/quote information in sales history.

    This field is available only if you selected the Retain Sales Order/Quote History check box.

Reply

  • Choosing a Reason for Cancel/Delete is not required. I'm not sure how you can make this a required choice.  Here is what the options do.  

    Retain Deleted Orders/Quotes

    Select an option to define how deleted order/quote information is handled.

    • Select Yes to retain deleted order/quote information in sales history.

    • Select Prompt to be prompted to enter cancellation codes when an order/quote is deleted.

    • Select No if you do not want to retain deleted order/quote information in sales history.

    This field is available only if you selected the Retain Sales Order/Quote History check box.

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