Unconfirming an Order

Overview

When using Order Processing, there may be times when you need to change the status of an order to a lower status (unconfirm the order). There are the three selections in Order Processing that are used to unconfirm an order:

  • Quick Ship (02-08-03)
  • Order Check-Out (if using Standard/Long Method of shipping) (02-08-11)
  • Order Check-In (if using Standard/Long Method of shipping) (02-08-15)
NOTE: In addition, Order Maintenance (02-08-02) can be used to unconfirm an order if the current status of the order is ‘1-Picking/Packing Sheet Printed.’ Simply access an order with a status of 1 in Order Maintenance and click Lock. After you enter the Employee Number and Reason Code, the system then asks if you want to change the status to ‘0 – Open Order.’

Video

Tip: Use the controls on the video player to watch in Full Screen mode, adjust the quality, or watch on YouTube.

Step-by-Step

The method used to unconfirm an order is the same for Quick Ship, Order Check-In, and Order Check-Out:

  1. Open Quick Ship, Order Check-Out, or Order Check-In.

Click image to enlarge.

  1. Enter the order to be unconfirmed in the Order field.
    • To open an order in Order Check-Out, the status of the order must ‘1-Picking Sheet’ or higher.
    • To open an order in Order Check-In, the status must be at least ‘4-Invoice Printed.’
    • If the status of the order is currently higher than the required status, the system will automatically prompt you to change it.

Click image to enlarge.

  1. Click the Unconfirm button at the bottom of the screen.
    • In Quick Ship, if the status is currently at ‘0 – Open’, the order will exit.

Click image to enlarge.

  1. A message box appears with a drop-down menu that reads ‘Change status to.’ Select a new status from the drop-down menu and click OK.

Click image to enlarge.

  1. If you are changing the order status to ‘0’ or ‘1’ and you entered a serial number and/or locator during shipping, you need to select one of the following options from the drop-down list:

    Clear serial numbers and locators entered during shipping
    Select this option to clear any serial numbers and/or locators entered on the detail lines during shipping. These numbers will need to be re-entered the next time the order is shipped.NOTE: With this option, the serial numbers and/or locators are only cleared if the order status is set to ‘0.’ If the status is set to ‘1’ the serial numbers and/or locators are retained.

    Keep serial numbers and locators entered during shipping
    Select this option and the entered serial numbers and/or locators will remain committed even though the status of the order is changed to ‘0’ or ‘1.’

    If you choose the ‘Keep serial numbers and locators…’ option above and locator(s) were entered on the order during shipping, the following field appears on the screen.

    Return merchandise to locator
    Accept the pre-prompted location number or enter a new one. The item will be returned to this location until the next shipment of the order.The locator number specified at the ‘Default locator when unconfirm…’ preference in Order Processing Preferences (02-08-90-01) automatically displays in this field.

    If multiple Pick Up branches exist on the order, you must also choose one of the following options:

    Pickup – Merchandise was returned to original pickup branch
    Select this option to return each item to the original pickup branch when the order is uncommitted.

    Warehouse – All Merchandise was returned to warehouse 00
    Select this option to return each item to the same warehouse when the order is uncommitted.

Click image to enlarge.

6. You will see a message confirming the status change and then the order is exited.