Handle catering changes and cancellations
Follow the steps below on this page. Screenshots for Garrison & Lodging will be added separately.
Before you start
URL key: {ERP_URL} is your ERP origin, such as https://enterprise.nexcommand.ai or https://erpstaging.nexcommand.ai. Open the list URL first; saved records append /{RECORD_ID}. New drafts use a temporary new-record identifier. Queries and selected tabs may add parameters.
Step 1
Open the order and check its saved Status and Sales Order link before changing quantities or customer.
{ERP_URL}/desk/nexcom-catering-orderSaved record{ERP_URL}/desk/nexcom-catering-order/{RECORD_ID}Expected result: Staff know whether a financial draft already exists.
Step 2
Before a Sales Order is linked, correct editable menu details and save through validation. After linking, use a separately approved order or Finance amendment process; do not bypass locked quantities, rates or customer.
{ERP_URL}/desk/nexcom-catering-orderSaved record{ERP_URL}/desk/nexcom-catering-order/{RECORD_ID}Expected result: Operational details do not silently diverge from billing.
Step 3
For cancellation, record the reason and choose Cancelled only from an allowed nonterminal stage. Delivered and other terminal records cannot be reopened.
{ERP_URL}/desk/nexcom-catering-orderSaved record{ERP_URL}/desk/nexcom-catering-order/{RECORD_ID}Expected result: The operational history retains the outcome.
Step 4
Open the linked Sales Order and ask the authorized sales/Finance owner to apply its native cancellation or amendment workflow. Review associated invoices, payments and stock transactions as applicable.
{ERP_URL}/desk/sales-orderSaved record{ERP_URL}/desk/sales-order/{RECORD_ID}Expected result: Downstream records are resolved explicitly; catering cancellation is not automatic financial reversal.