How To: Deleting a Line from an Order (02-08-02)

Overview

This tutorial describes how to delete a detail line from an existing DD or SO transaction.

NOTE: If you attempt to delete a line item on a transaction that is also a part of a pending service work order, you will be prevented and get the message, ‘Line is linked to an open WO. Must remove WO line attachment before cancelling.’

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

Scenario: A customer with an open Delayed Delivery calls to say that they changed their mind and want to remove one of the items from their order.

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  1. In the Order field, enter an existing order number.
    • Click the Search button or select “?” from the drop-down menu to perform an Order Number search.
    • Select [Exit] from the drop-down menu to exit Order Maintenance and return to Point of Sale entry.

  1. The Order information appears. Verify that this is the correct order.

  1. Before you can make changes to an order, you must lock it. Click the Lock button at the bottom of the screen.

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  1. The Enter Employee Number box appears. Enter the number of the employee deleting the item.

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  1. The Reason Code box appears. Enter a two-character reason code that is on file or type the full reason in the field.
    • Reason codes are set up in Order Processing Preferences (02-08-90-04).

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  1. If you used a reason code, when you press Enter, the full description of the reason code populates in the field. If the reason is correct, press Enter to continue.

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  1. Click the Detail tab to view the detail lines for the order.

  1. Click the detail line of the item you want to delete.

  1. The Line Maintenance box appears. Verify that this is the item you want to delete.

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  1. Click Delete.

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  1. The Line Delete box appears. Click Yes to delete this item from the order.
    • Clicking No returns you to the Line Maintenance box.

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  1. Verify that “Cancelled” appears in the Status column for all items that were deleted.

  1. If you need to delete more items, repeat steps 8 through 11 until all items are deleted.

  1. If you are finished making changes, click OK.
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