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Function documentationCancellation of Documents with Serial Number and Batch-Managed Items Locate this document in the navigation structure

 

If a document contains serial number or batch-managed items, canceling the document follows the rules below:

  • Cancel an outbound transactional document:

    • If a serial number or batch is not yet returned, it is automatically selected for the cancellation document and you cannot deselect it.

    • If a serial number or batch is already returned, you must select another serial number or batch to replace it.

  • Cancel an inbound transactional document:

    • If a serial number or batch is still available for issue, it is automatically selected for the cancellation document and you cannot deselect it.

    • If a serial number or batch is already issued, you must select another serial number or batch to replace it.

  • If customer equipment cards are created upon delivery or invoicing of serial number-managed items, the cancellation documents are recorded in the cards after the cancellation of the delivery or A/R invoice. Note that this rule is irrelevant to A/R invoices based on deliveries – these A/R invoices do not generate customer equipment cards. For more information, see Enabling the Automatic Creation of Customer Equipment Cards.

For information about canceling documents with serial number and batch-managed items in bin locations, see Canceling Documents with Items Managed by Bin Location.

Example

The following example illustrates the second situation of canceling an outbound transactional document:

  1. Create a delivery for item S. Deliver 2 items S with serial numbers x1001 and x1002, respectively.

  2. Create a return for item S with the serial number x1001.

  3. Try to cancel the delivery and add the cancellation document.

    The Serial Number Selection window appears. Only serial number x1002 is automatically selected and cannot be deselected.

  4. Create a new serial number or select an available serial number.

    You can add the cancellation document now.