Customer Service:Future Orders-Cancelling Old Future Orders

How to Find Old Future Orders

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

Confirm and Cancel Future Order

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

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