Mass Revert Orders

Introduction

The Mass Revert Orders feature allows users to efficiently revert multiple orders at once. This is useful when bulk corrections are required or when orders need to be rolled back to their previous state for data integrity. The process includes transparency, safety confirmations, and a detailed summary of results.

How It Works

  1. Navigate to the Orders page.
  2. Open the Actions menu and select Revert Orders.
  3. A list of all revertible orders appears.
    Loading the list may take some time, as the system validates each order for compatibility. For large legal entities, loading can take up to several minutes.
  4. Use the search options to find specific orders.
  5. Select one or multiple orders using checkboxes.
  6. Review the selected orders and confirm.
  7. Track progress in real time using the progress bar.
  8. When finished, review the summary page showing detailed results.

Search Bar Options

The revertible orders view includes:

  • A search bar for narrowing down orders by any supported order attribute.
  • A date search option targeting the order version created date, useful when multiple orders were modified at the same time.

These tools help users quickly find the correct orders before initiating the revert process.

Progress Bar

Once the revert action starts, a progress bar appears indicating real-time status.

Cancel Operation Option

Users can cancel the revert process at any time.

Note: Orders that were already reverted before the cancel button was pressed will remain reverted. Only the remaining orders in the queue will stop processing.

Summary Page

After the revert action is completed, the user is taken to a summary page.

The summary includes:

  • A list of all successfully reverted orders
  • The order version each order had before it was reverted
  • The CMRR metric the order held prior to reversion
  • An error list showing any orders that failed to revert (including reasons where available)

Users can export this list for further review.

Note: The summary is not stored in Younium. You must export it if you want to revisit the results later.

What Is a Revertible Order?

An order is considered revertible if it meets all of the following criteria:

  • The order has no draft invoice open
  • The order has not been invoiced on its latest order version

If an order does not meet these criteria, it will not appear in the revertible orders list.

Recommendation

To ensure smooth operation:

  • Do not perform bulk updates to orders while the revert process is running.
  • Avoid creating invoice batches during an active revert action.

Other than these precautions, users may work normally in the system while the revert is processing.