Cancel SO Line Tied to PO

Owned by Stephen Juliano
Last updated: Feb 16, 2022 by Colleen Juliano
2 min read

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.

Detail

 

Sales Order Adjustment

Removing PO Tie

To open the line for cancelling, we need to remove the PO tie from the Sales Order

  1. Open the Sales Order

    1. ORD>Order Query/Change

  2. Go under the PO Details Tab

  3. 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.

  1. Select the item you want to cancel

  2. Hit the Red X at the top

  3. 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.

  1. Open the Purchase Order

    1. PUR>PO Query/Change

    2. Enter PO # or Hit F9

  2. Go under the Misc tab

  3. Select Your item

  4. Right-Click on “Qty Cancelled”

  5. Hit “Uncancel Item”

  6. 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.