How to Cancel Standard ERP

To cancel an order or payment in an ERP system, particularly for a product like those managed through ERP solutions, here are the general steps you might follow, based on common practices in ERP systems:

Canceling Order Payment on the Payment Provider Page

• If the payment provider page offers a "Cancel" button, the customer can click on it to cancel the order payment. This action will typically automatically remove the sales order from the ERP system, and the order will not be visible in the customer’s order history.

Canceling Order During Checkout

• If the customer goes through the checkout process but does not finalize the payment and closes the browser or tab, the sales order will remain in the ERP system with a payment status of "New".

Manual Cancellation in ERP System

• For orders that are already in the ERP system, you may need to manually cancel them. Here are the steps:
  • Log in to the ERP system with the appropriate credentials.
  • Navigate to the sales orders or transactions section.
  • Locate the specific order that needs to be canceled.
  • Change the status of the order to "Cancelled" or use the "Cancel Order" option if available.
  • Ensure that any associated payment or invoice records are updated accordingly.

Deleting Cancelled Sales Orders

• Depending on the ERP system’s configuration, you may need to activate or deactivate the deletion of cancelled sales orders. For example, in SAP ERP, you can configure whether cancelled sales orders are deleted permanently or temporarily.

Sending Order Cancellation Email

• After canceling the order, an order cancellation email is typically sent to the customer to inform them of the cancellation.

Refunds and Credit Memos

• If a refund is necessary, create a credit memo in the ERP system. For example, in some ERP systems, you would go to the Accounting tab > Accounts Receivable > Credit Memos to create a credit memo and then issue a refund check or process the refund through the payment gateway.

Here is an example of how this might look in a step-by-step format:

Steps to Cancel an Order in ERP System

• Log in to the ERP System: Use your credentials to log in to the ERP system.
• Navigate to Sales Orders: Go to the section where sales orders are managed.
• Locate the Order: Find the specific order that needs to be canceled.
• Cancel the Order: Change the status of the order to "Cancelled" or use the "Cancel Order" option.
• Update Associated Records: Ensure any associated payment or invoice records are updated.
• Delete Cancelled Order (if applicable): Depending on the system settings, delete the cancelled order from the system.
• Send Cancellation Email: Send an order cancellation email to the customer.
• Process Refund (if necessary): Create a credit memo and process the refund through the appropriate channels.

This process ensures that the order is properly canceled, and all necessary notifications and financial adjustments are made within the ERP system.