What is the process for canceling a sales order?
A Sales Order is most often canceled by transitioning the Workflow status to Canceled status. This can be done from header row actions or by individually cancelling each detail record. Only once all detail records have been canceled will the document show as canceled on the header record.
A couple exceptions currently are a Sales Order can not be canceled at Shipped, Invoiced or Closed status.
The cancellation of a Sales Order results in reversal of any inventory commitments outstanding against that order. Incomplete reservations will also be queued to be removed upon the next Reservation process execution.
Canceled Sales Orders may not be re-opened.
2 Likes
Aaron is right! There are a few things I would like to add.
It is worth noting that canceled Sales Order lines are not included in the order calculations. Canceled lines will also not be included in printed documents.
The Sales Order can be associated with other documents. In these instances, cancelation is a little different.
An intercompany Sales Order can only be canceled from its source document. The source document is either an intercompany Transfer Order or an intercompany Purchase Order. Once the intercompany Sales Order has been hard committed, it cannot be canceled.
For dropship Sales Orders, you can cancel until the purchase order is sent to the supplier. In that case, the associated Purchase Order is also canceled.
For make lines, the Sales Order can be canceled until the Work Order is completed. The Work Order will be canceled if it is not yet released. Once released, the Work Order is unlinked from the Sales Order.
1 Like