Cancel a Sales Order Function in Naologic Actions

The Cancel a Sales Order function is used to update the status of a sales order to reflect its cancellation. This function ensures that sales orders can be canceled in a controlled and configurable manner, based on predefined conditions.

What is the Cancel a Sales Order Function?

This function modifies a sales order's status to mark it as canceled. Users can specify conditions under which cancellations are allowed and define the new status to be applied upon cancellation.

How to Add the Cancel a Sales Order Function

While editing the desired installed action:

1. Click on the "Add Function" button inside the action edit modal.

2. Search for "Cancel a Sales Order" in the list of available functions.

3. Select the function to include it in the action.

4. Configure the function by specifying the following fields:

   • Sales Order Document: Select the document representing the sales order to be canceled.

   • Allow If Status: Optionally set a condition to allow cancellation only if the sales order has a specific status (e.g., "Unpaid").

   • New Status: Define the status to be assigned to the sales order upon cancellation (e.g., "Canceled").

5. Save the action settings.

Once configured, the function will update the status of the specified sales order based on the provided conditions.

The Cancel a Sales Order function provides an efficient and flexible way to manage order cancellations, ensuring that the process adheres to business rules and avoids unintended actions.