Canceling Lot Item Generations

If a lot item has not been invoiced, you can cancel it. If the lot item has already been partially invoiced, you can still cancel the remaining open shipments. If an open amount exists after all billing is complete, you can adjust the open lot price or lot cost and then cancel the remaining open generations.

When a lot item is added to an order, the lot price is part of the order's lot totals. Canceling a lot item shipment does not deduct the lot price from the totals on the Lot Totals window unless the lot item uses material detail pricing or no shipments have been invoiced. If shipments have been invoiced, you need to adjust the open amounts in addition to canceling the shipments.

Any order changes, such as canceled shipment generations, are logged in the Lot Billing Change Log.

This topic includes information about:

Canceling a lot item generation
Canceling a partially completed lot generation

To cancel a lot item generation:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry window.

Open a sales order that includes a lot item.
Select the lot item and press Alt-Delete to remove it.

The system warns you if you are removing the last item on the order. Enter Yes to continue.

Press Esc to display the Sales Order Entry Status window..
Verify that the lot item's status is Canceled.
Exit the window.

To cancel a partially completed lot item generation:

From the Orders menu, select Sales Order Entry to display the Sales Order Entry window.

Open a sales order that includes a lot item.
Select the lot item.
From the Line Item menu, select Lot Item Status to display the Lot Item Status window.
In the Lot Price field, change the amount to equal the amount in the A/R Billed field.
In the Lot Cost field, change the amount to equal the amount in the A/P Billed field.

Note: By balancing these amounts, you eliminate future billings or shipments.

Save the information and return to the Sales Order Entry window.
Press Esc to display the Sales Order Entry Status window.
In the Order Status column for the open order generation, enter X (Cancel).
Exit the window.

Note: We do not recommend reopening a canceled lot item generation. Once a generation is canceled, it loses all the material detail for the ship date. If another generation is needed, create a new ship date.