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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Why can a Sales Order ...
Finance | Project Operations, Human Resources, ...
Answered

Why can a Sales Order be deleted even after it is picked, packed and invoiced?

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Posted on by Community member 6
In F&O, I noticed that a person can create a SO, create a picking list/packing slip, then invoice it and post it but can delete the Sales Order. If the Sales Order is deleted, the item costing and invoice postings remain unaffected. Why can a Sales Order be deleted even after it has been invoiced? How can it be logically justified to enable any user to keep deleting Sales Orders after they have been invoiced? Wont there be any discrepancies in the system?
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Why can a Sales Order be deleted even after it is picked, packed and invoiced?
    Hi,

    Here are some reasons why this capability exists:

    1. Correcting Errors:

      Users might need to correct mistakes or inaccuracies in the Sales Order. Allowing deletion provides a way to rectify errors in the order entry process.

    2. Business Process Flexibility:

      Different businesses have varied workflows and policies. Allowing the deletion of Sales Orders provides flexibility for organizations to adapt the system to their specific business processes.

    3. Audit Trails and Security:

      F&O typically maintains audit trails, so even if a Sales Order is deleted, there should be a record of the deletion. Security roles and permissions can be configured to control who has the authority to delete orders.

    4. Complex Order Adjustments:

      In certain industries or scenarios, orders may need complex adjustments that involve deleting and recreating the order. For example, handling returns or cancellations might involve such processes.
    Best regards,
    Kevin
  • Suggested answer
    Martin Dráb Profile Picture
    Martin Dráb 230,514 Most Valuable Professional on at
    In F&O, why can a Sales Order be deleted even after it is picked, packed and invoiced?
    A sales order is something you use as an input to deal with goods and create some accounting entries. When everything is complete there, this input is not necessarily needed anymore. But it's common that companies use the information later, e.g. for reporting or for returns, and therefore they disable the option to delete such orders. You need to use configuration that is suitable for your business processes.

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