How To: Cancel Remaining Quantity from a Sales Order
Table Of Contents
If a customer no longer wants the outstanding balance of a back-ordered item, you can use Cancel Remaining Quantity to remove the unfulfilled quantity from the sales order.
This updates the sales order quantity to match only the quantity that has already been assigned or despatched, removing any remaining back-order quantity from the order.
Note: This process does not automatically refund the customer. If payment has already been taken for the cancelled quantity, a refund must be processed separately.
Cancel the Outstanding Quantity
- Find and open the required sales order.
- If a warning message is displayed, review it and click OK.
- Press Alt+E or click Edit to enter edit mode.
- Green-select the stock item line you wish to update.
- Right-click the selected line and choose: Actions > Cancel Remaining Quantity
- Review the confirmation message and click OK.
- Press Ctrl+S or click Save to save the sales order.
- Enter an audit reason explaining why the remaining quantity has been cancelled and click OK.
Result
The sales order quantity will be amended to reflect only the quantity that has already been despatched or assigned.
Any outstanding back-order quantity for the selected item will be removed from the sales order.
Refund the Customer
If the customer has already paid for the cancelled quantity, you will need to process a refund separately.
The refund method depends on how the original payment was made.
For guidance on creating refunds from the customer statement, see:
When processing the refund, refund the mauve S/Payment transaction in the Statement Transactions grid.
Additional Information
- Only the outstanding, unfulfilled quantity is removed.
- Previously despatched quantities remain on the sales order.
- An audit record is created when the change is saved.
- Any customer refund must be processed separately after the quantity has been cancelled.