How Do I Cancel a Cash Type Sales Order?

The following is a checklist for canceling a cash type sales order. Only "On Account" type Sales Orders that are unfulfilled or partially fulfilled, can be canceled using the Activities>Accounts Receivable>Cancel Orders form. Review the checklist for Canceling a Sales Order, to learn more about canceling "on account" sales orders.

Since you are not able to use the Cancel Orders form for cash sales, you must first fulfill the Sales Order and then process a Customer Return.

  1. Open the Activities>Accounts Receivable>Sales Order Fulfillment form.
    • On the Sales Order Fulfillment table, double-click any cell on the Summary level (which is the first level), to open the Sales Order Fulfillment Detail form.
    • On the Shipping Information, enter a unique Shipping Ticket Number or use the auto-increment feature. (If needed, review the checklist for Setting Up Order Entry.)
    • Enter the Shipping Date or accept the default of today.
    • Enter the Shipping Method.
    • Select the name of the person shipping the item from the drop-down list.
    • Enter comments, if desired.
    • On the Detail table, enter the quantity To Ship. The system defaults to the quantity to fulfill the order.
    • Enter line item comments, if desired.
    • Once the shipping ticket has been completed, click Commit to fulfill the Sales Order.
    • In order to print a packing slip, click Print Packing Slip .
  2. Open the Activities>Accounts Receivable>Customer Returns form.
    • On the Customer Return table, double-click any cell on the Summary level (which is the first level), to open the Customer Returns Detail form.
    • On the Return Information, enter a unique Return Number or use the auto-increment feature. (If needed, review the checklist for Setting Up Order Entry.)
    • Enter the Return Date or accept the default of today.
    • Select the name of the person returning the item from the drop-down list.
    • Enter comments, if desired.
    • On the Detail table, enter the quantity To Return. The system defaults to the amount fulfilled for the order.
    • Enter comments or the reason for the return.
    • Click Commit.
    • You can print the customer return ticket using Print Customer Return Ticket .