Menu Path: Customer Service Reports Orders Sales Order Cancellation Report
Output a report of information about order cancellations.
Use Sales Order Cancellation Report to output a report of cancelled order line items. You can filter the report by sales location, shipping location, billing customer, customer, customer division, customer group, forecast group, sales representative, cancel reason code, order dates, required dates, cancelled dates, and/or order classes. You can also specify whether to display cancelled order lines with blank cancel reason codes.
To output the Sales Order Cancellation Report:
Select filter criteria for the order cancellations you want to include on the report.
Click the Print Options tab.
Select a report output and processing option.
Click the Print button in the ribbon to output the report.
Button |
Description |
Exit |
Click this button to close the Sales Order Cancellation Report window. |
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Click this button to output the report. |
Field or Button |
Description |
Select this check box to include cancelled order line items for all sales locations on the report. This check box is cleared by default. |
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Enter a sales location prefix for which to include cancelled order line items on the report, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box. This defaults to the default sales location prefix for your user ID. For more information on sales locations, see Sales Location / Shipping Location. |
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Enter a sales location name for which to include cancelled order line items on the report, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box. This defaults to the default sales location name for your user ID. For more information on sales locations, see Sales Location / Shipping Location. |
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Select this check box to include cancelled order line items for all shipping locations on the report. This check box is cleared by default. |
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Enter a shipping location prefix for which to include cancelled order line items on the report, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box. This defaults to the default shipping location prefix for your user ID. For more information on shipping locations, see Sales Location / Shipping Location. |
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Enter a shipping location name for which to include cancelled order line items on the report, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Shipping Locations check box. This defaults to the default shipping location name for your user ID. For more information on shipping locations, see Sales Location / Shipping Location. |
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Select this check box to include cancelled order line items for all billing customers on the report. This check box is selected by default. |
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Enter a billing customer code for which to include cancelled order line items on the report, or click the Lookup button to select a billing customer code. This field is only enabled if you clear the All Billing Customers check box. |
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Enter a billing customer name for which to include cancelled order line items on the report, or click the Lookup button to select a billing customer name. This field is only enabled if you clear the All Billing Customers check box. |
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Select this check box to include cancelled order line items for all customers on the report. This check box is selected by default. |
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Enter a customer code for which to include cancelled order line items on the report, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box. |
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Enter a customer name for which to include cancelled order line items on the report, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box. |
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Select this check box to include cancelled order line items for all customer divisions on the report. This check box is selected by default. |
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Enter a customer division ID for which to include cancelled order line items on the report, or click the Lookup button to select a customer division ID. This field is only enabled if you clear the All Customer Divisions check box. |
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Select this check box to include cancelled order line items for all customer groups on the report. This check box is selected by default. |
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Enter a customer group ID for which to include cancelled order line items on the report, or click the Lookup button to select a customer group ID. This field is only enabled if you clear the All Customer Groups check box. |
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Select this check box to include cancelled order line items for all forecast groups on the report. This check box is selected by default. |
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Enter a forecast group for which to include cancelled order line items on the report, or click the Lookup button to select a forecast group. This field is only enabled if you clear the All Forecast Groups check box. |
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Enter a forecast group description for which to include cancelled order line items on the report, or click the Lookup button to select a forecast group description. This field is only enabled if you clear the All Forecast Groups check box. |
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Select this check box to include cancelled order line items for all sales representatives on the report. This check box is selected by default. |
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Enter a sales representative ID for which to include cancelled order line items on the report, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All Sales Representative check box. |
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Click this button to display Sales Representative List, which allows you to select multiple sales representatives for which to include cancelled order line items on the report. If you click this button and select sales representatives, the check box to the right of the button is selected. This button is only enabled if you clear the All Sales Representatives check box. |
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Select this check box to include cancelled order line items for all cancel reasons on the report. This check box is selected by default. |
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Enter a cancel reason code for which to include cancelled order line items on the report, or click the Lookup button to select a cancel reason code. This field is only enabled if you clear the All Cancelled Reasons check box. |
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Click this button to display Cancel Reason Code List, which allows you to select specific cancel reason codes for which to include cancelled order line items on the report. After you select cancel reason codes, the check box to the right of this button is selected. This button is only enabled if you clear the All Cancelled Reasons check box. |
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Select this check box to include cancelled order line items for all order dates on the report. This check box is selected by default. |
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Enter an order date for which to include cancelled order line items on the report, or click the drop-down arrow to select an order date. If you want to include cancelled order line items for a range of order dates, enter the first order date in the range. This field is only enabled if you clear the All Order Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last order date in a range of order dates for which to include cancelled order line items on the report, or click the drop-down arrow to select an order date. If you only want to include cancelled order line items for a single order date, you can leave this field blank. This field is only enabled if you clear the All Order Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to include cancelled order line items for all required dates on the report. This check box is selected by default. |
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Enter a required date for which to include cancelled order line items on the report, or click the drop-down arrow to select a required date. If you want to include cancelled order line items for a range of required dates, enter the first required date in the range. This field is only enabled if you clear the All Required Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last required date in a range of required dates for which to include cancelled order line items on the report, or click the drop-down arrow to select a required date. If you only want to include cancelled order line items for a single required date, you can leave this field blank. This field is only enabled if you clear the All Required Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to include cancelled order line items for all cancelled dates on the report. This check box is selected by default. |
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Enter a cancelled date for which to include cancelled order line items on the report, or click the drop-down arrow to select a cancelled date. If you want to include cancelled order line items for a range of cancelled dates, enter the first cancelled date in the range. This field is only enabled if you clear the All Cancelled Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last cancelled date in a range of cancelled dates for which to include cancelled order line items on the report, or click the drop-down arrow to select a cancelled date. If you only want to include cancelled order line items for a single cancelled date, you can leave this field blank. This field is only enabled if you clear the All Cancelled Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to include cancelled order line items for all order classes on the report. This check box is selected by default. |
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Enter an order class for which to include cancelled order line items on the report, or click the Lookup button to select an order class. If you want to include cancelled order line items for a range of order classes, enter the first order class in the range. This field is only enabled if you clear the All Order Classes check box. |
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Enter the last order class in a range of order classes for which to include cancelled order line items on the report, or click the Lookup button to select an order class. If you only want to include cancelled order line items for a single order class, you can leave this field blank. This field is only enabled if you clear the All Order Classes check box. |
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Select this check box to display cancelled order line items for which no cancel reason code was entered. This check box is selected by default. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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