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Auto Cancel Unserve...
 
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In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Sincerely,
Tim Rodman

Questions Auto Cancel Unserved Sales Orders

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Last Post by megan.friesen 2 weeks ago
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joeyjay.guinto
Posts: 28
 joeyjay.guinto
Topic starter
February 13, 2023 12:06 am
(@joeyjay-guinto)
Member
Joined: 2 years ago

Does anyone able to have a working automation settings to cancel unserved Sales Orders? Been trying to test but un able to have the correct one. I want all Sales Orders unserved after X number of days be cancelled automatically so it will no longer eat up some virtual allocation from our available qty..

 

Thank you

Topic Tags
automation auto cancel Sales Order
3 Replies
Tim Rodman
Posts: 2969
 Tim Rodman
Admin
February 13, 2023 10:59 pm
(@timrodman)
Member
Joined: 8 years ago

I think a Business Event would work well for this

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joeyjay.guinto
Posts: 28
 joeyjay.guinto
Topic starter
February 14, 2023 12:08 am
(@joeyjay-guinto)
Member
Joined: 2 years ago

i hope someone can share something about this. thank you

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megan.friesen
Posts: 70
 megan.friesen
March 13, 2023 10:56 am
(@megan-friesen)
Member
Joined: 3 years ago

I've done something similar to close expired quotes using a business event.

I run mine on a weekly schedule and close them every Friday afternoon.  I run mine directly off the Sales Order Primary List since it has all the info I needed to select the relevant items to cancel.  You may need to create your our Generic Inquiry if you need additional information.

image

My Subscriber is an Import Scenario and I bring in the Order Type and Order number and then run the "Cancel" action.

image

 

Hope this helps.

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