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Table of Contents

Table of Contents
Excerpt

Overview

When orders are packed and sent on the truck for delivery - but the customer does not take delivery and the truck returns with the order onboard - the order needs to be rolled back

Users require the secure feature "can rollback sales orders"

Rollback from the delivery confirmation screen

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Choose reason and if the order is to be rolled back or moved to another waybill

Find the order

Rollback the order

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You will be asked to confirm the rollback

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The Rollback Actions

Note

The Invoice will NOT be deleted - a Credit note will be created

The stock will be moved back to the default return bays

Journals will be created for the rolled back stock - see on back of Sales Order

The Audit Trail of the Order will be updated

The Order will be in Plan Status

Put away the stock

 

Overview

When orders are packed and sent on the truck for delivery - but the customer does not take delivery and the truck returns with the order onboard - the order needs to be rolled back

Users require the secure feature "can rollback sales orders"

Rollback from the delivery confirmation screen

Choose reason and if the order is to be rolled back or moved to another waybill

Find the order

Rollback the order

You will be asked to confirm the rollback

The Rollback Actions

Note

The Invoice will NOT be deleted - a Credit note will be created

The stock will be moved back to the default return bays

Journals will be created for the rolled back stock - see on back of Sales Order

The Audit Trail of the Order will be updated

The Order will be in Plan Status

...