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Evo-ERP and DBA Classic >> Sales >> Close SO w/o invoice
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Message started by ITman on 10/25/05 at 07:23:01

Title: Close SO w/o invoice
Post by ITman on 10/25/05 at 07:23:01

Hello,

Just wondering if there is a way to close a sales order not shipped or without invoicing them?

I can't seem to find it anywhere.  

Thanks

Title: Re: Close SO w/o invoice
Post by Tim Keating on 10/25/05 at 07:32:32

In SO-A, in the lookup screen, there is a Delete button.

Title: Re: Close SO w/o invoice
Post by lmk223a on 10/25/05 at 08:13:05

If you do not want to delete the sales order, you can edit the open quantities on the lines of the sales order to "0", and then when you save the sales order changes, DBA will prompt you to close the sales order as there are no quantities left to ship

Title: Re: Close SO w/o invoice
Post by cathyh on 10/25/05 at 08:14:47

OR you can change the line item quantity to 0 and save and the program will ask you if you want to close this SO, say yes.  This helps if you want to keep a record of the sales order number instead of deleting it.

Title: Re: Close SO w/o invoice
Post by ITman on 10/26/05 at 03:26:20

Ok, thanks.  Just tried that.  Changed the Ship & BO qty's to 0 and saved and it closed the order.  This is what I was looking for, as I didn't really want to delete the sales orders.

Thanks again,
Keith

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