Change management - Cancel sales order item

Change management - Cancel sales order item

The quantity of the sales order item is to be cancelled.

For this purpose it is necessary to differentiate the procurement type of the part, as different conditions arise:

Purchase section

If no requirement request, purchase order has been created or goods receipt has been provided yet, cancellation is possible at any time via the order item menu "Edit -> Further processing -> Cancel order item".

Successor	Procedure
Open purchase requisition available, without order	Canceling the requirement request
Open purchase requisition and order	Cancellation of the requirement request and order
Goods receipt provided for this order item	There are two possibilities : Withdrawal of the provision and storage of the goods receipt item Open document history on order item and jump to the attached goods receipt (goods receipt item) Cancel the provision of the item via the menu "Edit -> Further processing -> Cancel provision The goods receipt quantity is to be put into storage In the goods receipt item via the menu "Edit -> Further processing -> Store remaining quantity". A putaway document is created with the item. Select the status "Provision" from the provision "From goods receipt". Select the goods receipt item and create the goods putaway via the menu on the staging list "Edit -> Documents -> Selected items putaway remaining quantity" (for this purpose it is necessary that a valid storage location is indicated on the logistics account of the part, please add it before if necessary). Create direct putaway with the part of the order item and the order item as predecessor. The order item can then be cancelled
Open return document, i.e. no more goods receipt is expected from the vendor.	Cancellation of the requirement request and order

Stock section

Order items with the status warehouse reservation can be cancelled at any time before provision.

After provision by a goods withdrawal, either the goods withdrawal must be deleted (statistics period is not yet completed) or a goods storage must be created to relieve the order. By creating the goods putaway, the provided goods are taken back from the order item and the item is again in the status warehouse reservation. Now it can be cancelled.

Production part

Before the production order is prepared, the order item can be cancelled at any time via the menu of "Edit -> Further processing -> Cancel order item".

After staging, the staging of the production order must be cancelled via the "staging list from production". After cancellation of the order item, the goods must then be put into stock via the list "Evaluations -> Logistics -> Completion of change management".