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Questions Auto Cancel Unserved Sales Orders

 
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Last Post by megan.friesen 2 years ago
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joeyjay.guinto
Posts: 28
 joeyjay.guinto
Topic starter
February 13, 2023 1:06 am
(@joeyjay-guinto)
Trusted Member
Joined: 4 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: 3192
 Tim Rodman
Admin
February 13, 2023 11:59 pm
(@timrodman)
Famed Member
Joined: 10 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 1:08 am
(@joeyjay-guinto)
Trusted Member
Joined: 4 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)
Estimable Member
Joined: 5 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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Tim Rodman reacted
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Topic Tags:  automation (6) , auto cancel Sales Order (1) ,
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