Sales Order > Blanket Sales Order > Amend or Cancel Blanket Sales Order

You can amend or cancel blanket sales orders using the Blanket Sales Order function in the Sales Order module.

Note: You can only amend or cancel a blanket sales order if you have an access right to amend sales orders. Access rights are defined in the Group Access Rights function in the System Administrator module.

Amend a blanket sales order

To amend a blanket sales order, perform the following steps:

1.Access the Blanket Sales Order function from the Blanket Order group in the Transactions menu of the Sales Order module. The Search screen is automatically displayed.

2.Enter in the Search field the number of the blanket sales order that you want to amend. You may also enter in this field any value that represents either customer #, salesperson, customer PO #, or currency to filter the blanket sales order transactions displayed in the Search grid. Locate in the grid the blanket sales order that you want to amend; then, double-click the blanket sales order number to select.

3.Once a blanket sales order number is selected, the customer number and other sales order information is automatically displayed in the respective fields across the pages in this function.

4.Proceed to amend the entries in the blanket sales order. The values in fields that are grayed out or un-clickable cannot be changed.

5.Once you are done making the changes, click the Save button in the function toolbar.

6.In the Blanket Sales Order save confirmation window, click any of the applicable buttons:

oNew

Click the New button to create or amend another blanket sales order transaction.

oPreview

Click the Preview button if you want to view the blanket sales order document before you print it.

oPrint

Click the Print button if you want to print the blanket sales order document. You may also print the blanket sales order using the Print Blanket Sales Order function.

oClose

Click the X button in the upper right corner of the save confirmation window to close the window.

Note: The Preview, Print and New buttons are enabled only if the user has the necessary access rights to these functions. To manage user access rights, use the Groups access rights function in the System Administrator module.

Cancel a blanket sales order

To cancel a blanket sales order, perform the following steps:

Note: You can only cancel the unreleased quantities of the line items in the blanket sales order.

1.Access the Blanket Sales Order function from the Blanket Order group in the Transactions menu of the Sales Order module. The Search screen is automatically displayed.

3.Once a blanket sales order number is selected, the customer number and other sales order information is automatically displayed in the respective fields across the pages in this function.

4.Review the details of the blanket sales order and when you are ready to cancel it, click the Cancel button in the function toolbar. When you click the Cancel button, the system will display a message requesting confirmation whether you will proceed to cancel all the unreleased quantities of the line items in the blanket sales order. Click the Yes button to confirm; otherwise, select the No button.

Q. Can I amend a blanket sales order with no unreleased quantities?

A. Yes, you can. Once you have accessed the blanket sales order in the Blanket Sales Order function, the system will display a message informing you that the blanket sales order has no unreleased quantity and ask if you want to continue. Click the Yes button to confirm and proceed to amend the blanket sales order.

Amend or Cancel Blanket Sales Order

Amend or Cancel Blanket Sales Order

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