Delete

Horse06

How to delete the sales order that is partially posted, which has some backed up items. I tried to change the field shipped not invoiced to zero, the system doesn't let me do it? Anyone has experienced this? Thanks!

ara3n

You should be able to delete sales orders that have not been fully shiped as long as you've invoiced what you've shipped.

Also I would not recoment changing manually changing fields by running the sales line table.

What is the error that you are getting when you try to delete?

Alex_Chow

Horse06 wrote:

How to delete the sales order that is partially posted, which has some backed up items. I tried to change the field shipped not invoiced to zero, the system doesn't let me do it? Anyone has experienced this? Thanks!

If the quantity shipped = quantity invoiced, you can delete the sales order without any problems.

Horse06

Thank you for your quick reponse! The error message is 'Delteting this document will cause a gap in the number series for shipment. An empty shipment XXX will be created to fill this gap in the number series. Do you want to continue'. I hit YES. Then another error message ‘ Qty.Shipped Not Invoiced must be 0 in sales line document type=’Order’, Document No. =’xxxx’, Line No.=’100000’'. I tried to change from the sales line table, but the sytem will not let me do it. I know there is coding in this field, but I don't have permission to change the code. Any idea? Thanks!

DenSter

Shipped not Invoiced means that you have shipped something but not invoiced it yet. Invoice the remaining (i.e. shipped not invoiced) quantities on your order and you should be able to delete it.

Alex_Chow

Your customer may have received something for free.

Post the invoice (F11 and choose Invoice).

Horse06

Actually it is catalog and of course it is free. Do I still have to invoice it ? Who is going to pay?

themave

Horse06 wrote:

Actually it is catalog and of course it is free. Do I still have to invoice it ? Who is going to pay?

Invoice it at zero sell price, that way you record the customer recieving it and the sales order will close by inself when you post the invoice.

from an accounting stand point this is the correct way, because you did give the item, so in affect it was a sale for zero dollars

Horse06

Thanks! Actually I tried to post the invoice before, but the system pops up saying 'There's nothing to post'.

themave

Horse06 wrote:

Thanks! Actually I tried to post the invoice before, but the system pops up saying 'There's nothing to post'.

check the column QTY to Invoice It must be blank, fill in the qty that was shipped

ara3n

Be carefull about sales tax though, in certain states if you sell something at zero price, let's say sample items, the state expects you to pay full tax on it. One of our clients who sells cell phones with contracts, in order to get around it had to sell the cel phone for a penny.