We are recently live on E10 and we are wondering how other companies are handling canceling an order that has a pre-auth for a credit card. Once the pre-auth is on the credit card for the order we are not allowed to remove the order it if is cancelled.
I can see from post on the Epicor site on this
The system does not allow to un-check the credit card option once there is a transaction on the order, you can close the order and create a new on if needed or void the credit card authorization but it cannot be deleted
What is everyone else doing on these types of orders?
why dont you cancell the sales order you can cancel the order instead of delete it
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Like Alex mentioned, we would just close the order which voids it but it still exists in the system if someone needs to look it up and see why it never shipped, they’d see that it was cancelled.
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Those are good questions! Apparently because we are synching with Salesforce we do not want the line in Salesforce because sales reports off of Salesforce for the commissions. So I guess that they removed the line and then we have a closed order header with no lines.
It sounds like we may have some room for improvement in this process.
Thank you!
If you close the order without any shipments it will set the VoidOrder to true. You should exclude voided orders from your sync with salesforce.
Thank you, I will pass this along to the team.