3 Replies Latest reply on Dec 20, 2012 6:37 PM by philmodjunk

    Cancel order

    EP

      Title

      Cancel order

      Post

           How do most of you handle cancelled orders?  I don't believe in deleting records.  Do you simply have a field for users to slect "Cancelled" from a dropdown list and use portal filtering to remove it from the orders portal?  Anytone using other methods?

           Thanks

        • 1. Re: Cancel order
          philmodjunk

               That sounds about right. I definitely would not delete such a record. Not only can such a field keep the record out of portals (and the filtering can take place at either the portal setup or at the relationship level), it can also be used to keep the record out of found sets and can keep the order totals out of calculated totals and averages. If your cancelled order has line item records, they can also be omitted via references to this status field in the related parent record in Orders.

          • 2. Re: Cancel order
            EP

                 Having some trouble with this because the portals I'm using have a ton of filtering applied to them using the "or" operator.  So I cannot create a filter, for example, IsEmpty (CancelField) that will not show the record if the cancel field is checked because the record will still show since i'm using the "or" operator.  Any other ways to do this?

            • 3. Re: Cancel order
              philmodjunk

              Using a portal filter expression:

                   IsEmpty ( PortalTableOccurrence::CancelField ) AND ( bolean expression 1 or boolean expression 2 or ..... boolean expression last )

              Using a relationship:

                   Define a calculation field, constNotCanceled, as: "Not_Canceled"

                   Set up an auto-enter setting in the Data box to enter Not_Canceled (no quotes) into CancelField of each newly created record. If you give this field a checkbox format, you can hide this value from view.

                   Add this pair of fields to those already specified for the relationship:

                   LayoutTableOccurrence::constNotCanceled = PortalTableOccurrence::CancelField