Sales Entry Processing Cancel/Convert Orders Report overview
Function acronym: OEEPC
Use this function to convert Standing Orders (ST) and Future Orders (FO), release Blanket Releases (BR), and cancel orders past their cancel date. An exception report prints for orders that cannot be canceled or converted successfully.
Depending on the setting in the Create OE Back Orders At Stage field in SA Administrator Options-Documents-Sales Orders-Back Orders, back orders can be created during this function.
Converting Orders
During the conversion process, the ordered quantity is compared to the shipped quantity for each order. If the amount shipped is short, that is indicated on the report in the Qty Short? column.
If an order that contains a superseded product is converted, and the shipped quantity is less than the ordered quantity, an exception message that indicates the superseded product is short in quantity prints on the exception report.
When a Blanket Release (BR), Future Order (FO), or Standing Order (ST) is converted, the setting from the Usage field in Sales Order Entry-Extended is applied to the new order, as is the designation for lines set as special, non-stock, or lost business.
If a vendor rebate exists for a line, the rebate amount is recalculated when the order is converted, as long as the rebate is not frozen at entry, and the total rebate amount is rolled to the order header. This information is stored on the PD Rebate Reconciliation Entry record for use in reconciliation.
Canceling orders
When you run this function, orders are checked for a cancel date that meets or exceeds the current date; orders that meet those criteria are canceled.
If a tie exists for a line and Sales Entry Processing Cancel/Convert Orders is run to cancel the lines, this message is displayed: Order Still Tied to PO/WT/WO Order(s).