If the Cancel/Edit Order features are enabled for your community, buyers have the ability to cancel and edit their own orders. Cancel orders can be enabled on its own however, the edit orders feature can only be enabled if the cancel orders feature is enabled.
| Note: An order can only be edited or cancelled if it has not been received and there are no pending invoices against it. Premium suppliers also need to have Edit/Cancel Orders enabled in their store (as some suppliers cannot support Edit/Cancel Orders). |
Unimarket can also setup Edit Orders to use Order Number Versions (e.g. order 123 was edited - order number is now 123/2) or a completely new order number.
| Note: If you require Cancel/Edit Orders please contact Unimarket at support@unimarket.com to discuss. |
Cancelling an Order
- Select View Orders from the Orders menu.
- Locate the order using the search filters at the top of the page. For more search filters just click the downwards arrow.
- Open the order by clicking on the order number and select Cancel from the More Actions menu in the top right of the screen.
- The supplier will be notified that the order has been cancelled.
Editing an Order
- Select View Orders from the Orders menu.
- Locate the order using the search filters at the top of the page. For more search filters just click the downwards arrow.
- Open the order by clicking on the order number and select Edit from the More Actions menu in the top right of the screen.
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A new incomplete requisition will be created with the original order details and you will be taken to the Checkout screen.
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The order details can now be modified as required from within the checkout screen. This includes account codes (FOPAL), approval routing, billing and shipping addresses, items/quantities (See Cancel, Amend & Resubmit Requisitions for information on how to add items to an incomplete requisition) as well as other related information like notes.
- Once checkout is complete the modified order will be routed for approval.
- Once approved, a new order will be generated and sent to the supplier and it will note that the order replaces a previous order.
| Note: While an order is being changed it is put into a locked state. Further changes, receiving or invoicing against the order are not possible. In this case a message like this will appear at the top of the order being changed: "This order has pending changes (requisition xxx) and cannot be edited, cancelled, invoiced or received." |