Overview
If a line on a Sales Order is tied to a Purchase Order, you won’t be able to cancel that line. You will need to remove the tie first. If the PO wasn’t printed, it will try to delete the line off of the PO. If it was, then it will Cancel the PO line. You can uncancel the PO line if you were still receiving it outside of the Sales Order.
Sales Order Adjustment
Removing PO Tie
To open the line for cancelling, we need to remove the PO tie from the Sales Order
Open the Sales Order
ORD>Order Query/Change
Go under the PO Details Tab
Set the PO Option to None
You will get a different prompt at this point, depending on if the PO was Printed.
Cancelling SO Line
Once the PO connection is removed, the line can be cancelled like normal.
Select the item you want to cancel
Hit the Red X at the top
Hit “Cancel” when prompted
PO Adjustment
Uncancel / Edit Line on PO
Removing the tie will automatically Cancel the line on the PO, but you can uncancel the line, allowing you to edit/receive.
Open the Purchase Order
PUR>PO Query/Change
Enter PO # or Hit F9
Go under the Misc tab
Select Your item
Right-Click on “Qty Cancelled”
Hit “Uncancel Item”
Select “All” or “Some” when Prompted
If the whole PO was closed, this will reopen the PO. You can now edit and receive what was left.
