Can I Cancel or Hold a Sales order in NAV rather than deleting it?

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Posted on by Asker

I have a sales order which I need to keep, but prevent it from being released and despatched. Is there a way I can put it into a status of Held or Cancelled?

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Sales

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YUN ZHU 69,864 Super User 2024 Season 2 on at

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RE: Can I Cancel or Hold a Sales order in NAV rather than deleting it?

Hi, yes, there is no Archived order type in Copy Document Function, you need to customize it if you need it.

Hope this helps.

Thanks.
ZHU
EdwardLoh 5 on at

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RE: Can I Cancel or Hold a Sales order in NAV rather than deleting it?

Sorry, I did not see any "Archived Sales Order" can be copy using Copy Document Function.

Pls advise. Thanks.
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RockwithNav 6,562 on at

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RE: Can I Cancel or Hold a Sales order in NAV rather than deleting it?

There's no any standard NAV process to cancel a sales order, You can either go with Approval Functionality OR Archiving as per the out of the box functionality is concerned.

If you want something else then you need to go for customisations.
amirsa 20 on at

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RE: Can I Cancel or Hold a Sales order in NAV rather than deleting it?

there is a hidden page called Customer Order Header Status. I m searching how can I use it for a customer
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Asker 65 on at

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RE: Can I Cancel or Hold a Sales order in NAV rather than deleting it?

OK. Thanks for your help Suresh
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Suresh Kulla 43,640 on at

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RE: Can I Cancel or Hold a Sales order in NAV rather than deleting it?

Unfortunately, there is no cancel option or hold option, but you can archive the sales order and delete it. It will store a copy of it in archives for you to review it later or to create it again using copy document from the archive.