Cancel a Shipment

Overview

Prerequisites

  • Only shipments for which a tender has not been sent or for which a tender has been accepted can be canceled. Shipments for which a tender has been sent and not accepted must first have their tender canceled. See for details.
  • A shipment cannot be canceled if it is on an invoice. Only Accounting users can remove shipments from invoices.

Process

To Cancel A Shipment:

  1. Search for the shipment to be cancelled. See Search for Active Loads for details.
  2. Click Cancel Shipment.

The Cancel Reason dialog box opens.

  1. Select a reason for cancelling from the dropdown list.
  2. Add an Internal Comment to the shipment if needed. A message is required for a cancellation reason of Other.
  3. Click Cancel Shipment.

Result

The shipment's status is changed to Cancelled, and the shipment is moved to Shipment History. If a reason of Vehicle Ordered Not Used was selected, the Vehicle Ordered Not Used process will begin. See Process Vehicle Ordered Not Used Load for details.

If a pickup list (PUL) has been sent, Optimiz will automatically send a PUL cancellation.