Cancellation reasons

Overview

Cancellation reasons are reference values that explain why a sales record leaves the sales lifecycle as cancelled. Maintain them when your team needs a new value, a clearer name, or a value removed from the list used for cancelled sales work.

Cancellation can occur at three points in the sales lifecycle:

Opening the Cancellation Reasons page loads the list for the Cancelled status. The list contains one visible Name column.

Before you start

Before you change a cancellation reason, have the name you want to use ready. The controls available to you depend on your access.

Use only the actions that appear on your page.

Find the cancellation-reason list

The cancellation-reason list is the configuration sales list titled Cancellation Reasons. Use the title and the Name column to distinguish it from the related sales reason lists.

Prerequisites

• You have access to the configuration area.

Steps

1. Open the configuration area's sales list for cancellation reasons.

2. Confirm that the page title is Cancellation Reasons.

3. Confirm that the list uses the Name column.

4. Confirm that the list displays five rows.

   

Result: The Cancellation Reasons page is open with the Name list visible.

Understand the list and form

The list is a single-column reference list. Name identifies each row, while Reason is the field label used when you edit a row. The page also provides list tools above the rows.

The list does not show column headings or paging controls. The identifier is not shown, so work from the Name and Reason labels. Use the controls on each row to edit or delete a reason.

Maintain cancellation reasons

Use the procedure that matches the change you need.

Add a cancellation reason

Add a reason when the list needs a new explanation for cancelled sales work.

Prerequisites

• The Cancellation Reasons list is open.
• New appears on the page.
• You have the reason name ready.

Steps

1. Select New.

2. In the new-reason dialog, enter a non-empty value in Name.

   

3. Select OK.

4. Confirm Data saved Successfully.

Result: The new reason is added to the list and the dialog closes.

Edit a cancellation reason

Edit a reason when its name no longer describes the cancellation clearly.

Prerequisites

• The Cancellation Reasons list is open.
• You can select the row you need to change.
• Edit access allows the edit action.

Steps

1. Select the reason row.

2. In the edit form, change Reason to the required name.

   

3. Select Save.

4. Confirm Data saved Successfully.

Result: The changed reason appears in the list and the edit dialog closes.

Delete a cancellation reason

Delete a reason when the reference value is no longer needed.

Prerequisites

• The Cancellation Reasons list is open.
• The row's delete action appears.

Steps

1. Open the row's delete action.

2. Read Are you sure you want to delete this item?.

3. Select Delete.

4. Confirm Data Deleted Successfully.

Result: The selected reason is removed and the list refreshes.

Search, filter, and use list tools

Use the list tools to locate a reason or prepare the list for review. Keyword to Search searches entered text; Filter Row provides a filter row; Refresh reloads the list.

Prerequisites

• The Cancellation Reasons list is open.

Steps

1. Choose one list task:

   If you need to…	Select or enter…
   Search by text	Enter text in Keyword to Search.
   Show the grid filter row	Open Settings.
   Reload the list	Select Refresh.
   Open the list-layout choices	Select Table Layout.

2. If you chose to show the grid filter row, select Filter Row.

3. If you entered a filter value, select Refresh.

4. If Export appears, open Settings.

5. If Export is available, choose one format:

   If you need…	Choose…
   An Excel file	Export to Excel
   A PDF file	Export to PDF

6. If you selected an export format, select Export in the Exporting List: window.

Result: The requested list task is complete, and the list remains ready for the next action.

Handle access and surface variations

Access determines which maintenance actions appear on the Cancellation Reasons page. The same configuration area also lists Lost Reasons, Regret Reasons, and Order Cancellation Reasons. Each list has its own reference values.

When a reason row is selected, the edit form uses Reason. When you add a reason, the new dialog uses Name. Use the list title and Name column to remain on the Cancellation Reasons list when moving among the related sales lists.

If an action produces a message, use the guidance in When an action does not work.

When an action does not work

Use the message on screen to choose the next action, then return to the list when the action is complete.

Continue with related sales lists

The sales reference lists provide named reasons for different outcomes. The cancellation list supports cancelled work at the potential, offer, and order points in the sales lifecycle.

After adding or editing a reason, check the updated row and Data saved Successfully. After deleting one, check the confirmation, Data Deleted Successfully, and the refreshed list. After searching or filtering, check the matching rows. After exporting, check the format you selected.