Cancel Orders

in nue, as illustrated lifecycle manager overview docid 5ssag0lkcdwbdhypx0wn , after an order is activated, its order products will be provisioned into subscriptions, assets or entitlements in addition, invoices may be generated by the billing engine, and may be transferred to the payment system (e g , collect payments via stripe invoicing docid nbzb70twgpswffpy5hz ) for payments and collections sometimes, there may be an issue with the subscriptions, assets or entitlements it is generally considered a best practice to cancel the order itself instead of canceling the individual subscriptions, assets, or entitlements cancelling the order rather than the specific items helps maintain accurate financial reporting because canceling a subscription, asset, or entitlement can have implications on metrics like customer churn, revenue recognition, and other financial indicators by canceling the order, you preserve the integrity of the reporting and avoid any potential distortions caused by canceling individual items additionally, canceling the order provides a more holistic view of the customer's journey and allows for better tracking and analysis of their interactions with the system or platform it ensures that the records remain consistent and reflect the true state of the customer's engagement system setting required you must enable the following system setting at the organization level allow cancel an active order what happens when an order is canceled? when canceling an order, the following actions will be triggered first, the system checks if there are any active invoices generated from any of the order products within that order if active invoices are found, an error message will be displayed, stating that there are active invoices associated with the order, and therefore, the order cannot be canceled you may want to cancel active invoices manually before canceling orders, even when the invoices are already paid please refer to collect payments via stripe invoicing docid nbzb70twgpswffpy5hz if you are using stripe as the payment system when you want to cancel paid invoices if there are no active invoices linked to the order, the cancellation process will proceed the subscriptions, assets, and entitlements that were provisioned from the order products will be reversed to their previous state, restoring them to the last version recorded specifically, the last version of each subscription, asset, or entitlement will be restored, updating the current record accordingly subsequently, the previous version will be deleted from the system additionally, any daily and monthly annual recurring revenue (arr) records that were generated for the subscriptions will also be reversed this ensures that the financial records accurately reflect the cancellation of the order and account for the changes in recurring revenue associated with the affected subscriptions in summary, canceling an order involves checking for active invoices, reversing the provisioned subscriptions, assets, and entitlements to their last recorded version, deleting the previous version, and reversing any generated arr records tied to the subscriptions cancel an order to cancel an orders, please follow the steps below log in to nue on salesforce and navigate to the accounts menu select the account that contains the orders you wish to cancel click on the 'manage customer lifecycle' button within the account to launch the lifecycle manager within the lifecycle manager interface, navigate to the "orders" tab here, you will find a list of orders associated with the account to view only active orders, apply the 'active orders' system filter by clicking on it locate the order card corresponding to the order you want to cancel within the order card, you will find a 'cancel' button click on this button to proceed with the cancellation when an order is canceled, the cancellation date field on the order is populated as today's date the cancellation date is used as the transaction date when a canceled order transaction is synchronized to downstream finance systems, such as rightrev https //docs nue io/docs/tutorial/tutorial integrations/recognize revenue via right rev/ and netsuite