what are the proper steps to undo an SO?

  • lavino

    lavino - 2009-04-01

    say... if I already got a SO setup but I haven't completed it.  It has a few SO line items.  What are the proper steps to undo this sales order?

    I know that if the SO has no sales line items I can mostly simply go in and delete it.

    But if it already have sales order line with product qty > 0 saved.  What do I need to do undo the inventory this SO reserved and undo the entire SO?

    Thanks so much.

    • Joel Stangeland

      Joel Stangeland - 2009-04-01

      Hello lavino,

      Did you 'Prepare' the order yet?   The inventory reservations are made when the order is 'Prepared' or 'Completed'.  As long as the order is in draft mode, you can delete it, and deleting the order lines will not cause any problem.


      Joel Stangeland

    • Kathy Pink

      Kathy Pink - 2009-04-01

      if it hass been prepared, just change the qty to zero and prepare again to unreserve inventory

      • Bart

        Bart - 2009-04-01

        I thought you could Void to reverse a completed order, mind you we're using 2.5.2 or 2.5.3 or something like that :)
        I was also told to use Close to cancel a back order.


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