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Finance | Project Operations, Human Resources, ...
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Sales Order Quantity Change

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We had a customer order 150 of an item.  We have already shipped/invoiced 70 of the item.  The customer has cancelled the remaining items.  We have changed the order quantity to 70 & everything looks correct.  However, I am not sure how to now close this order and move it to a status of History.

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    Joseph Markovich Profile Picture
    Joseph Markovich 3,914 on at
    RE: Sales Order Quantity Change

    One other thing you can do in the sales order is put 70 in the quantity canceled field. This just gives you a record that the original quantity was really 150 and then some quantity was canceled.

    In Sales, go to Utilities > Reconcile - Remove Sales Documents.

    Put the order number in the From and To fields. Select the option below to Remove Completed Documents and then hit Process. You'll be prompted to view the report that shows what it processed.

    I hope this helps.

    Joe

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