Question
As the supplier I received a "propose cancel" from the buyer in my Updates Tab, how do I respond? The typical actions (Accept/Propose) are greyed out and I'm not sure what to do next to cancel this line.
Changes Coming Soon! Keep reading for a sneak peak at exciting improvements.
Answer
The "Cancel Action" is typically only available to suppliers, some buyer companies have this option with our PO Exceptions add-on. The best practice to respond to a "buyer proposed cancel" is to select Reject/Cancel from the Action Fly-out Menu. Currently this cannot be accomplished through the Accept/Propose Action.
How Do I Do It?
1). Select the order line, then select Cancel/Reject action from the Action Menu to propose a cancelation.
Note - this line cannot be canceled from the Accept/Propose Changes window. If you have selected that action for this line, simply select the Hold option while you update the other lines. Then complete step 1.
2). Submit - the order line will now be in your Awaiting Response tab for the buyer to accept and update their ERP system. Once the buyer accepts and cancels the order line will move to your completed tab. The order line history will reflect the discussion and collaboration between you and the buyer. The history will indicate a "buyer proposed canceled" and a "supplier proposed canceled" as the response.
Coming Soon
Suppliers will be able to respond to Buyer Cancellations using the Accept/Propose Change Action - it'll be just like responding to other order line changes.
Select the order lines from the Updates Tab and click on Accept/Propose Changes.
Then respond with the action that is best for the situation. For instance if you have already purchased supplies, started building the order, or have already shipped the order you should select Reject and provide the reasoning to your buyer.
Remember:
Accept (or Confirm) lets the buyer know you can meet the terms of the order line or the proposed changes or cancelations.
Propose gives the supplier open text boxes to type in new values as needed for the Quantity, Cost and Date.
Hold takes no action on the order line. This toggle will allow the Supplier to take action on other selected lines while skipping this order line. This action simply "holds" the order line as is.
Reject allows the Supplier to reject outright the Buyer's proposed change or cancelation on an order line.
Coming Soon: Cancel lets the Buyer know that you are not able to fulfill the order line. This action will update the order status to propose cancel and send the buyer a notification.
Keep Learning
Review the Accept/Propose Changes Action
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