Introduction
Cancel order is the functionality of removing a active order on a customer. Since Younium will execute parts of your book keeping and generate journals it is not possible to delete activated and invoiced orders. They need to be cancelled and subsequently credited (witch Younium will do automatically when using the cancel order functionality).
- Go to specific order you want to cancel
- On the order header press Cancel Order
- The Cancel order widget will open up and guide you through your cancellation
- There are two different options of how to set the effective end date
- One fixed end date for all charges
- Individual dates for all the charges
- The individual date functionality holds three different options:
- On each invoiced to date - the effective end date will be set to until the date that customer has been invoiced.
- On each effective end date - The effective end date will be sett to the individual charges previously configured end date
- On custom dates - Set a custom date to your effective end date.
- The individual date functionality holds three different options:
- Preview and set cancellation date - Younium will calculate and show you any credits that will be resulted from your cancel order operation for you to verify your actions. The cancelation date is a reporting date you set to register when the cancelation is entered in the system.
- Press the Confirm cancellation button to proceed with your cancelation
A Cancel order operation is another way to execute a change order operation. That means it will generate a booking and potentially invoices.
It is possible to undo a cancellation by using the Revert order version.