Sales Order > Sales Order > Cancel SO Open Order

The Cancel SO Open Order function allows you to cancel all or a number of open sales orders simultaneously. You may cancel any sales orders as long as they have open order quantities except in the following instances:

•If the sales orders have built customized kit items, you must first disassemble the customized kit items.

•If the sales orders have advanced billings, you must first void the advanced billings.

Note: Various drillable fields are available in this function screen. When you click any drillable fields in this function, the system automatically displays the corresponding Maintenance function screen.

To cancel open sales orders, perform the following steps:

1.Access the Cancel SO Open Order function from Order group in the Transactions menu of the Sales Order module.

2.In the Selection Criteria area, perform the following:

2.1. Enter the filter criteria that the system will use to generate the list of open sales orders from where you will select the open orders to cancel. Provide a range of values in any of the following criteria:

•Customer

•Salesperson

•Sales Order

•Order Date

2.2. You may also enter in the Cancel Reason field the reason code that will become the default reason code for each line item in the succeeding Cancel SO Open Order grid.

2.3. Click the OK button to proceed. The system will then display in the grid beneath the Selection Criteria area the open sales orders that meet the specified filter criteria.

3.To cancel a particular open sales order, select in the grid the open sales order that you want to cancel. Once the selected sales order is highlighted, mark the Cancel checkbox that corresponds to the open order you want to cancel. The Cancel checkbox is in the left-most column of the grid.

4.To cancel all or most of the open sales order, click the Mark All button for the system to automatically mark all the Cancel checkboxes; then, unmark those checkboxes corresponding to the open orders that you do not want to cancel.

Note: You cannot cancel a sales order if the open quantities have at least one drop ship line item that is assigned to a sales order/quote.

5.If you want to review the details of the open sales order before you cancel it, select the sales order; then, click the Show () button to display the Details tab.

6.Enter the Reason Code for each line item in the sales order selected for cancellation. Alternatively, you may also enter in the Cancel Reason field in the Selection Criteria area a reason code that will become the default reason code for each line item in the succeeding Cancel SO Open Order grid.

7.Click the Summary Page to view or review the number of open sales orders that have been cancelled and the total amount of the cancelled open orders.

8.When you are ready to cancel the selected open sales orders, click the Save button; otherwise, click Cancel to disregard your entries.

Q. When you cancel the open order quantities of a sales order that was generated from a blanket sales order, is the blanket sales order affected?

A. Yes. The cancelled quantities are added back to the unreleased quantities on the blanket sales order from which the sales order came.

Q. How can I cancel open sales orders in AccountMate?

A. AccountMate provides multiple ways to cancel open sales orders. The following are the functions that enable you to do so:

•To cancel multiple open sales orders simultaneously, use the Cancel SO Open Order function.

•To cancel open sales order quantities during shipment, be sure that you have not chosen the No Cancellation option in Cancel Open Quantity During Ship SO section of the SO Module Setup function.

•To cancel a single open sales order, use the Cancel button in the Create SO function.

Cancel SO Open Order

Cancel SO Open Order

See Also