Salesforce will generate takedown fulfillment requests in the cases of upgrades, downgrades, swaps, exchanges, and billing cleanup purposes as well. If you have discovered that your takedown fulfillment request is not a true cancellation, you must close it out before it reaches your team. Here’s how to do it.
In this example, the notes from sales indicate a SKU swap.
Step 1: Scroll down to the Fulfillment Tasks list.
Step 2: Select all tasks.
Step 3: Click the Update Status button at the upper right.
Step 4: Select Status: Closed, Closure Reason: Not Applicable and click Save.
Step 5: In the Basic Information section, fill out the following sections:
Fulfillment Detail Stage: Complete
Product: Select the product that matches the fulfillment type
Status: Closed
Closure Reason: Declined
Step 6: In the Fulfillment Description field under the Fulfillment Request Details section, write a short summary of the closeout reason.
There is no need to assign this fulfillment request to anyone on your team. It is now closed, never to be seen again.
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