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 a shipment transaction. 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.Access the Information page to review and enter item cancel quantity information. For more information, refer to the Information Page section.

6.Review or update the customer activities in the Activity page. Refer to the Activity Page section for more information.

7.Review the information that you have entered in the function window. When you are ready to void the shipment, click the Save 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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