How To: Cancel an Issued Sales Order
Table Of Contents
Once a Sales Order has been issued, it cannot be cancelled in the same way as an unissued order. To maintain a complete audit trail, you must create a Sales Return from the original Sales Order and, if required, process a customer refund.
Note: If the Sales Order has not yet been issued, see How To: Cancel a Sales Order instead.
Create a Return from the Original Sales Order
- Open a Sales Order screen (show me how).
- Find and open the issued Sales Order you want to reverse.
- Select the item lines to be returned.
- Click the Return button.
- When prompted, click Yes to create a return for the selected item(s).
The Returns screen will open with the selected items displayed in the upper grid.
Complete the Sales Return
- Update the quantities being returned in the upper grid as required.
- For each return line, enter a Return Reason using the F4 lookup.
Note: Return Reasons must be configured before they can be used. See How To: Configure Return Reasons.
- If required, change the Processing Type using the F4 lookup in the Processing Type column.
- Leave the lower grid empty.
- Press Ctrl+S or click Save to save the Sales Return.
Issue the Credit Note
- In the Credit Note pane, click Issue .
- A credit note will be created against the return.
Refund the Customer (Optional)
If the customer requires a refund rather than having the credit held on account:
- Click the Refund/Issue button.
- In the Refunds Dialog:
- Select the bank account the refund should be paid from.
- Click OK.
- Click Yes to confirm the refund.
What Happens Next?
Completing the Sales Return and issuing the associated credit note effectively reverses the issued Sales Order while maintaining a full audit trail of the original transaction and any refunds issued.