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  • 1.  Cancel/Reason Codes in SO History

    Posted 07-18-2023 17:01

    Customer wants all sales orders that are deleted to also require a cancel/reason code.

    At present, there does not seem to be a way to require a cancel/reason code for sales order entry.

    If you select YES as shown here in SO Options:

    Then I believe that the deleted order is saved to history but we aren't prompted for a cancel/reason code.

    If you change that option to PROMPT as shown in SO optionis here:

    Then you do get prompted however each prompt allows the user to say NO to saving history and to cancel from saving a reason code.

    Am I overlooking something or is there no way to require that users enter a cancel code for a deleted sales order that is retained into history? 



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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 2.  RE: Cancel/Reason Codes in SO History

    Posted 07-18-2023 17:08

    There is no easy answer: link



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Cancel/Reason Codes in SO History

    Posted 07-18-2023 17:21

    Thanks, I added this to IdeaNation90



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------