Changing or Cancelling an Order

Cancelling an Order

Cancel an order from the Orders module or from the Order Details form in the Planning Schematic. You cannot cancel an order that has already run, or is in progress. If the order has not yet finished, you can change the finish time.

To cancel an order, select the order and click  Cancel the current order on the order toolbar.

Changing an Order

A customer may want to make changes to an order before it starts, or to change the finish time of an order that has already started.

Example:	A customer may want to cut an order short if it starts to rain.

You can change orders in the Orders module, or in the Planning Schematic. The type of change you should make depends on the order status:

Order Status	Description
Requested	Make the changes in the Orders module to the Requested order items
Scheduled	Ideally you should make the changes in the Planning Schematic. A scheduled order has already been included in a plan, so any changes to the order should be made by the planner so they can assess the impact of the changes on the rest of the plan. It is good practice to change both the Requested order items and the Scheduled order items. Why change both the Requested and the Scheduled items? Change the requested items so that you have a record of what the customer has actually ordered. For example, your business may try to match the scheduled order as closely as possible to the requested order. If you do not capture the change to the request, you will not know what the customer actually wants. Change the scheduled items so that the changes are included in the plan.
Estimated	Ideally the changes should be made by the Planner in the Planning Schematic so that the impact on other orders can be managed. In this case, update the estimated order items. The scheduled items cannot be updated. You can change the requested items if you wish.

To change an order:

1. Open the order details in either the Orders module or in the Planning Schematic. The order items are listed in the Order Items panel at the bottom of the screen.
2. Use the order status tabs to the left of the Order Items list to choose the order items to change. For example, choose the Estimated tab to change any Estimated order items.
3. Choose the type of change you want to make by clicking the buttons to the right of the list. The buttons are enabled if a change is possible:

   Option	Description
   Modify Products	Choose this button to change the crop types for the order.
   Modify	Choose this button to change start and end times and flow rate.
   Advanced	Choose this button if you want to change or add flow items to the order.

4. Make your changes, then click Save to save the changes.

To change crop types

1. Click the Modify Products button.
2. In the Change Crops window, make changes to the Flow Rate by Crop Type. The sum of the flow rates for the crop types must be the same as the Item Flow Rate.

   Note:	Only crop types that were valid when the order was placed will be displayed in the list.

3. Click Submit to save your changes.

To change the start or end time, or the flow rate

1. Click the Modify button, or use the Advanced Modify button for multiflow orders.
2. Enter the following details:

   Property	Description
   Start Time	Change the order start time. This changes the finish time but not the duration
   Finish Time	Change the order finish time. This changes the duration, but not the start time.
   Flow Rate	Change the flow rate. For an order with multiple flows, choose the Advanced option instead of the Modify option.
   Duration	Change the duration of the flow. This changes the finish time, but not the start time.

3. Click Submit to save your changes.

To change or add flow items within the order

1. Click the Modify Products button.
2. In the Change Crops window, make changes to the Flow Rate by Crop Type. The sum of the flow rates for the crop types must be the same as the Item Flow Rate.

   Note:	Only crop types that were valid when the order was placed will be displayed in the list.

3. Click Submit to save your changes.

Help for SPM, version 3.4. Topic updated: 16 November 2018. Help published: 14 June 2019