Cancel Sales Order
Cancel Sales Order
Cancel Sales Order is used when customer/debtor cancelled (entirely or partially) an earlier created sales order (which is still outstanding).
Unlike deleting sales order, this entry will keep the status of sales order updated (thus more accurate in outstanding report) and it is traceable.
To Create New Cancel Sales Order
Go to Sales > Cancel Sales Order
Click on Create A New Cancel S/O
You must transfer from existing Sales Order (that are still outstanding)
Debtor: will be displayed automatically (as per transferred document)
To/Address: the info will be displayed according to selected debtor code.
X/S No: <<New>> means to follow auto-running numbering (maintained at Document Numbering Format Maintenance), and the next possible number is displayed at the top bar of the window. You may also click on it to key in any number you like.
Date: system date is automatically captured, you may click to change.
Branch: specify the branch of this debtor (if any)
Sales Agent: assign a sales agent (if any). The default Sales Agent can be assigned in Debtor Maintenance.
Credit Terms: the default credit terms of this debtor will be displayed.
Functional Buttons:
to be save in K.I.V folder to be use later.
to be save as template (Refer Common Function in Transaction)
to delete highlighted row. (Ctrl + Delete)
to undo (Ctrl + Z)
to transfer sales order to cancel sales order.
Edit tab:
Undo Master: To undo (reverse one step) the header section.
Apply Address: To apply different debtor/ creditor address which you have maintain in the address maintenance.
Edit MRU Items: to edit /delete historical descriptions (which was keyed in previously). MRU = Most Recently Used
Calculate Discount on Unit Price: To calculate the discount based on unit price.
Rounding Method: There are 2 options for rounding, whole document rounding (ver3) and line by line rounding (ver 2).
Show Selected Price Book Rules: To show price book rules of this item (maintained at Multi-Dimensional Price book).
Details Column
Item Code: click on '+' sign to add a new row and select an item; you may key in the first few number/letters of the item code/description and select from the lookup screen.
Description: this is called detail description... will capture the item description automatically (amendable)
Further Description: click to view/edit Further Description of this item. (the default content can be maintained at Stock Item Maintenance)
Delivery Date: assign the expected delivery date (if needed)
UOM: the default unit of measurement will be captured;
Qty: key in the quantity.
Unit Price: the selling price will be captured (either Standard Selling Price or according to the setting in Tools > Options > Invoicing > Auto Price)
Discount: this is called column discount; you may key in the discount for any particular detail row. The discount could be a value (e.g. 5, 5.5, 10... ), a percentage (e.g. 5%, 5.5%, 10%), or a multi-level discount (e.g. 5+5.5, 5+5%, 5%+5%, 10%+5, 5%+5%+10, .... )
SubTotal: this is the line total (net)
GST Code: to show the GST code.
GST Rate: to show the rate of GST
GST: to show the amount of GST.
Total (ex): to show the subtotal before tax.
Total (inc): to show the subtotal after tax.
Subtotal (ex): to show the net total amount before tax.
Proceed new X/S: when this is checked, a fresh screen will be ready for new document upon Save; if unchecked will exit the transaction screen upon Save.
Click on Save & Preview,
Print Cancel Sales Order Listing
Click on the shortcut label of Cancel Sales Order or go to Sales > Cancel Sales Order , click on Others menu...
Manage Template: Refer Common Function in Transaction
Load Data Option: to specify the number of recent days when loading data instead of to load all data, so that the loading speed can be further improved. See also Common Function in Transaction.
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