Canceling a sales order

In Sales Order Entry you can cancel a sales order and identify it as lost business. When you cancel a sales order, you can still access the order through inquiries, and you can copy the order to an active sales order. Use these instructions to cancel a sales order in Sales Order Entry.

  1. Select Sales > Entry > Order.
  2. Click Cancel.
  3. Specify the order number.
  4. Click Next
  5. Specify a lost business reason.
  6. Click Lost Business.
  7. If the sales order has ties to a PO, WT, Value Add order, or kit work order, manually delete the tied document in the appropriate function.
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