If you are using back to back sales orders, you may have a situation where a supplier has delivered part of the order and the remaining quantity is not required. To complete the sales and purchase orders, you must write off the remaining quantities on the sales order and purchase order.
To do this, you cancel sales order first and then write off the incomplete purchase order. If you try to write off the incomplete purchase order first, you will see a message telling you that the purchase order has lines linked to a sales order.:
Complete part delivered back-to-back sales orders
- Record the quantity that has been received for the purchase order, using Purchase Orders > Processing > Confirm Receipt.
- Record the purchase invoice for the quantity received. From the Purchase Order list and select the order and click Record Invoice.
- Post the invoice for the sales order for the quantity received by the customer. From the sales order list, select the order and click Post.
- Write off the remaining amount on the sales order by cancelling the sales order. From the sales order list, select the order and click Order Status. Confirm any messages that pop-up to complete the sales order.
- Write off the remaining amount on the purchase order, using Purchase Orders > Adjustments > Write Off Incomplete Orders. The remaining quantity on the purchase order is written off and the purchase order is marked as Completed.
The despatched quantity is updated on the sales order and the received quantity is updated on the purchase order.