Escalated Cancellation Process

Cancellation Process Flow Chart

*******Always check if the order is Master with an ISR. We can not cancel portal orders MEW Orders- Assigned ISR

If the customer is an OLC assigned account forward to the SAM to reach out to the customer. 

1. Is the line item under $3,000.00??

• • If YES, move to step 2
  • If NO, escalate to your supervisor. 

2. Pull up part number in MERP- Was Factory PO placed before Customer Order?

3. If YES, cancellation approved, email customer and let them know. 

4. If NO, add our quantity sales for 2022, 2023 and the FPO quantity in the Cancellations worksheet at the bottom of this article. 

6. If YES, cancellation approved, email customer and let them know. 

7. If NO, move to Check 2 in the Cancellations worksheet and enter our customer count and from the WW screen Americas customer count. 

8. Go to the WW screen in the product inventory screen.

9. When in the WW menu, collect quantity and customer count data.       

11. If YES, cancellation approved, email customer and let them know. 

12. If NO, Add the Americas- QTY sold in Check 3 on the Cancellations Worksheet. If the worksheet still denies the cancellation, email customer and let them know.