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Cancel an In-Flight Order

Cancel an In-Flight Order

You can cancel a submitted order if it has not passed the point of no return (PONR).

You submitted an order and Order Management (OM) accepted it for order fulfillment. If you want to cancel the whole order or a few order line items within the order, you can send a cancellation request to the order management system if the order or order items have not passed PONR. CPQ system creates a supplemental order for canceling the order. When the cancellation is accepted by OM, the original order is superseded, and the supplemental order is canceled.

For example, you might have to cancel an order if a customer cancels a move. In a deregulated market, you might have to cancel an order if a new customer has a debt with their previous energy company.

  1. On the App Launcher, search for Orders and open it.

    The Orders page opens.

  2. From the orders list, select an order to cancel.

    The order must be submitted and in the In-progress state.

  3. In the tab for the order, select Cancel from the menu.
    The location of the menu of additional actions on the Order record page.

    You can also select Cancel from the Industries Cart for the order.

  4. In the cancellation request window, click Next.

    The system submits the cancellation request to OM. When OM accepts the cancellation, the original order is canceled.

    A timeline of events, base order status changes, and supplemental order status changes.
 
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Salesforce Help | Article