Sales Orders - Cancel Sales Order prior to raising PO

How to cancel a Sales Order prior to raising a Production Order

Select into the Order

To change the status of the order, click into the Order

To make order inactive, untick [Active] in Order Details

The order status will be active, untick the box, scroll down and SAVE AND CLOSE.

If you are unable to deselect "Active" you will need to inactive any subdocuments created before making the Sales Order inactive

[Save and Close]

The order is now inactive. Hidden from your list and removed from all calculations for production and raw materials.

If you want to see or recover this Sales Order, remove the filter for 'Active' only..

Tick INCLUDE INACTIVE to include these records in your list view and be able to access them again

..and the order will be showing in your list with a line through it.

If you would like to report on Cancelled Orders, you can create an order tag 'CANX ORDER' and change as appropriate. read here about Sales Documents Settings - SO Tags

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Sales Orders

Sales Orders 36

Consignment Sales Orders 6

Bulk Updates and Imports 7

Proformas 7

Delivery Notes 6

Invoices 9

Return Authorisation 6

Credit Notes 6

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