Sales Order Cancellation: General Information

You may need to cancel a sales order if a customer wants to withdraw a previously placed order or reopen a sales order that was previously canceled or completed. In MYOB Acumatica, you can cancel a sales order as long as it does not yet have related shipments, invoices, child orders, payments, prepayments, prepayment invoices, or credit memos. You can also reopen a previously canceled or completed sales order.

Learning Objectives

In this chapter, you will learn how to do the following:

Learn about with the general workflow of a sales order cancellation and reopening
Cancel a sales order
Reopen and process a sales order to completion

Applicable Scenario

You may need to cancel a sales order if a customer no longer wants the goods they have ordered.

Cancellation of a Sales Order

You cancel a sales order by clicking Cancel Order on the More menu of the Sales Orders (SO301000) form. You can cancel the sales order if it has one of the following statuses: On Hold, Open, Awaiting Payment, or Credit Hold. When you click Cancel Order, the sales order is assigned the Canceled status.

Tip:

You can cancel the order regardless of the Cancel By date on the Shipping tab. (It can be earlier or later than the current date.) The system uses this date for the mass cancellation of sales orders on the Process Orders (SO501000) form.

On the Details tab, the system completes all incomplete sales order lines with stock items and non-stock items requiring shipment. That is, it selects the check box in the Completed column for all the lines with stock items and non-stock items.

You can cancel multiple sales orders on the Process Orders form. When you select the Cancel Order action, the table shows sales orders that have the applicable statuses and a Cancel By date that is the same as or sooner than the current date. When you select the unlabeled check boxes in the rows with the sales orders to be processed and click Process on the form toolbar, the system cancels the orders.

You cannot cancel a sales order if it has at least one of the following related documents:

A shipment created on the Shipments (SO302000) form
A drop-shipment created on the Purchase Receipts (PO302000) form
A child order created on the Sales Orders form
A sales invoice created on the Invoices (SO303000) form
A payment or prepayment created on the Payments and Applications (AR302000) form
A credit memo or prepayment invoice created on the Invoices and Memos (AR301000) form