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helmt01

Cancelling Sales Orders

Posted By

It was recently brought to my attention that when you CANCEL a sales order in progress, it does NOT actually "delete" the sales order. Why is this?  You have three action buttons (pictured below) when entering a sales order in Sage 100:  ACCEPT, CANCEL and DELETE. 

It appears that once you get to the point of entering LINE ITEMS on the order, if you decide to "CANCEL" what you have done (i.e. CANCEL the order), it doesn't actually cancel the order. Rather, it appears that Sage 100 will "auto-ACCEPT" the order. To me, CANCEL would mean "I do not wish to continue entering the order" but evidently this is not the case. Can someone please explain what the purpose of the CANCEL button actually is? And how does it differ from the DELETE button?  Thanks in advance for any input.

T. Helm

  • 0
    It doesn't do that on my Sage 100 2014 version. If I choose "Cancel" at any point before hitting "Accept", a prompt comes up confirming you wish to cancel the order. When you choose yes, the order is gone.


    Joe
  • 0
    Accept: close and save changes.
    Cancel: close and do not save changes (but this does not affect anything previously saved... and certain events will save data automatically... like the Next Order Number button needs to write something to the database to prevent someone else using that same number. Similarly, if you are working on a new order with a manually typed in number, something has to be written to the database so someone else can't be working on that same order number, even if you haven't ever clicked Accept for that order).
    Delete: close, delete and mark the order as deleted in SO history.
  • 0 in reply to jnelsonut
    Cancel may remove it from the open order tables, but there may still be something written to SO history.
  • 0 in reply to jnelsonut
    Perhaps it's a rights issue. Check Role Maintenance, Sales Order - Maintenance/Data Entry - Sales Order Entry. Possibly a setting there or somewhere else in Role Maintenance.

    Joe
  • 0 in reply to jnelsonut
    It's not a rights issue (I'm always admin).
    In ABC, SO Entry, type in order number KTEST and tab off the field. Do nothing else, and click Cancel. Confirm the cancel in the pop-up. Use the lookup and see that there is no KTEST order listed... this is the open order table.
    Now, try and type in KTEST as a new order number again. See the pop up saying that the order number has already been used. That is because a record was automatically written to a SO data file, as soon as it was entered, even though you only tabbed off the Order Number field. (It's not SO_SalesOrderHistoryHeader, so you can't see it in the SO history inquiry screen... but instead SO_SalesOrderRecap, if you want to confirm what I'm saying in DFDM).
  • 0 in reply to Kevin M
    Kevin M,

    My rights issue response was for the Original Poster. Everything you described is WOD.

    Joe
  • 0 in reply to jnelsonut
    No worries. I was describing an easy example, confirming the OP's description of "auto accept" type behaviour. It happens.

*Community Hub is the new name for Sage City