View source for Customer Service:Future Orders-Cancelling Old Future Orders

==Store Cancelling Future Order==
#If store calls and wants a future order cancelled you can as long as the order is in '''status 20''' which means it is not on the picking gun.
#If the store knows what the sales order number is place that information in the '''Order field''' on the '''Work with sales orders –header view screen'''
#If the store does not know the sales order number click on '''Sales orders''' in the Enquires section
#Put the '''item number''' that needs to be cancelled in the '''item field'''
#Put the stores account in the '''Cust/Supp nbr field'''
#Press ''''enter''''

[[File:fo4.png|500px]]

==Looking up the Sales Order==
#This screen will show you the history of sales for this specific item number for this specific store.  
#If there is a dollar amount showing under “Value CAD” that order could still be open all other orders are filled.  
#Type WF is Web Future Order and FO is a manual Future Order.  
#You have to check by opening the orders to see if the line has been closed or not.  You open the order by double clicking on the order 

[[File:fo5.png|500px]]

==Opening Individual Sales Orders==
*If an item line is status 60 the item has already been invoiced.  
*If the item is status 30 is means that it is on the picking guns.  
*If the status is 45 it means the product is picked but not invoiced and can not be cancelled but if the item line is at 20 we can cancel

[[File:fo6.png|500px]]

==Hotline Incident==
*Your Hotline should include the name of the person you spoke to 
*Use ORDER for the Problem code and ORCANC for the Resolution code

[[File:fo7.png|500px]]

==How to Find Old Future Orders==
#Goto 'Work With Sales Orders – Header View' screen
#Enter the date from 3 months ago and press 'enter'. This will bring up all the outstanding orders for this specific date.
#Highlight any orders (one at a time) that have the Order Type of FO (Future Order) or WF (Web Future)
#Once highlighted click on 'Lines' and this will open the order.
#Click on ''''Shift Info'''' or press ''''F1'''' so you can see what the item is.

[[File:fo1.png|500px]]

==Confirm and Cancel Future Order==
#Once you have visually confirmed that this is an order you wish to cancel, highlight '''each line''' and press ''''delete''''
#The program will prompt you to press ''''enter'''' to confirm deletion
#The program will then ask you  for '''Reason for the lost sale'''
#Enter ''''B'''' which stands for Manufacture Short and press ''''enter'''' twice this will clear the item from the order.

[[File:fo2.png|500px]]

==Cleaning the Sales Order Queue==
#Once you have backed out of the individual order you can clean the queue by highlighting the now '''zero dollar'''.
#Press ''''Delete'''' and this will remove it from the “Work with Sales Order – Header View” screen 
#Continue until  all old future orders are cancelled

*Please note that buyers might make exceptions to this rule such as do not delete specific items for a different allotment of time.

[[File:fo3.png|500px]]


[[Category:Workflows-Customer Service]]