Sales Order > Sales Order > Cancel Shipment

The Cancel Shipment function allows you to cancel the shipment of a sales order. You can partially or fully cancel the shipment. When you cancel the shipment, AccountMate will update the following records:

•On-hand quantity and booked quantity balances in the inventory record.

•Open order balance in the customer record.

To cancel shipment of a sales order perform the following steps:

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

2.Enter in the SO # field the sales order number assigned to the shipment that you want to cancel. Alternatively, you may click the List box button to select a sales order number. Once you have provided a sales order number, pertinent information about the sales order will be displayed in their corresponding fields.

Note: If an invoice has already been created for the shipped sales order, you must first void the invoice; otherwise, you cannot cancel the shipment of the sales order.

3.Accept or amend the warehouse code in the Warehouse field. This is the warehouse to which AccountMate will return the cancelled quantities of the line items that were previously recorded as shipped. You may click the Lookup button to select a different warehouse code.

4.In the Default Receiving Bin area, select the bin that will be displayed as default in the Bin field in the grid. You can select from either of the following options:

oItem's Master Bin

Select this option if you want the inventory items to be returned to the master bin of the warehouse code, which is the receiving bin assigned to the inventory item record with the lowest sequence number as specified in the bin setup for for the selected warehouse.

oSpecific Receiving Bin

Select this option if you want the inventory items to be returned to a bin other than the master bin of the warehouse code. Once you have selected this option, you must provide the bin that you want to be the default in the Bin field for each line item in the grid. Alternatively, you may click the List box button to select from the list of receiving bins assigned for the selected warehouse.

5.Accept or enter in the Bin field, the bin where the cancelled shipment will be stored. Alternatively, you may click the List box button to select a different bin. If the Item's Master Bin option was selected in the Default Receiving Bin area, the default value in the Bin field is the bin set up as a receiving bin and assigned with the lowest sequence number based on the sequence of bins defined in the bin setup for selected warehouse. Otherwise, the default value in the Bin field is the bin specified in the Specific Receiving Bin field.

Note: The bin that you will enter in the Bin field must come from the warehouse that you entered in the Warehouse field.

6.Enter in the Cancel Quantity field the quantity of the shipped line item that you will cancel. You must enter a positive value in this field. Select from the following scenarios whichever is applicable:

•If you want to cancel all the shipped line items for the selected sales order number, click the Cancel All button in the grid toolbar. AccountMate will then automatically provide in the Cancel Qty field a value that is the same as the shipped quantity.

•If you want to cancel only a portion of the shipped line items for the sales order number selected, manually enter the quantity in the Cancel Qty field.

•If the sales order has many line items and you want to cancel all the shipped quantities of most of these line items, click the Cancel All button in the grid toolbar and just make the necessary changes in the default cancel quantities for the other line items.

•If the line items include serialized, lot-controlled or kit inventory item, the Special field in the Line Items grid will display a colored reference code of SN, Lot and Kit and you must select the serial numbers, lot numbers or kit numbers for the shipped units of serialized and/or kit inventory item or lots of lot-controlled inventory items. Select the serial numbers, lot numbers or kit numbers in the Special Page.

•If you do not want to cancel any of the shipped line items and the Cancel Qty fields already contain a value, click the Cancel None button in the grid toolbar. AccountMate then reverts the Cancel Qty fields to zero. In this case, the Bin Page or the Special Page must show the Cancel checkbox as unmarked or the Cancel Qty field value as zero, whichever is applicable.

7.Review the information that you have entered in the function window. When you are ready to void the shipment, click the Void button in the function toolbar to display the Cancel Shipment dialog box. Enter in the Void Date field the date when you want to record the shipment cancellation. Click OK to proceed with the cancellation; otherwise, click Cancel.

Note: If the inventory item in this transaction is assigned with a "Standard," "Standard with Specific ID" or "Standard with S/N" cost method, AccountMate will calculate the cost variance between the inventory item's standard cost and total cost after the transaction. The amount of cost variance will be posted to the GL Account ID specified in the Cost Variance field of the Revenue Code Maintenance record assigned to the selected inventory item's warehouse.

Q. When I cancel the shipment of a sales order, can I return the inventory items to different warehouses?

A. Yes. In the Cancel Shipment function screen, enter a warehouse code in the Warehouse field and then provide the number of the sales order in the SO # field. Then, access the sales order for each warehouses into which you want to return the inventory items.

Cancel Shipment

Cancel Shipment

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