Cancel a sales return

How to

Cancel a sales return

You can only cancel returns that have not been completed or fully received.

When you cancel a return, this will cancel all items that have not yet been received.

Note: You can only cancel a return if you have feature access to Amend Sales Return Status.

Open: Sales Order Processing > Sales Returns > Amend Sales Return

1. To select the return:

   • If you know the return number, enter or select the Return number.

   • To view a list of your returns that you can search and filter, select Find Return.

     Tips for using the list

     • Search for items by typing in the box at the top of a column.

     • Use filters to show items that contain particular text or a range of values.

       • To filter a column, select the filter button in the column heading, or select the filter button from the menu in the column header.
       • If you want to filter by a date, use the filter button from the menu in the column header.
     • Sort the list by selecting the column heading. Select the heading once to sort in ascending order, and select it again to sort in descending order.

   Note: If customer alerts have been set up for this customer account and document type, they'll be displayed before you continue. To view the alert messages again, select the View Alerts button next to the customer account. See Customer alerts.

2. Select Cancel Return.

   You will be asked to confirm cancelling the return when:

   • The sales return is on hold.

   • The sales return is partially received and/or credited.

Note: If part of the return has already been credited and you want to cancel these items, you'll need to use Cancel invoices and credit notes (in the Sage 200 desktop).

See Amend a sales return.

Check when returns have been cancelled

You can see when returns have been cancelled from the Sales Order List.

Open: Sales Order Processing > Sales Order List

• The Cancelled column shows:

  • Part: Only some of the items in the return have been cancelled, but not all of the items. For example, the return may only be Part cancelled if some items have already been received, or if you have deleted items but haven't yet cancelled the return.

  • Full: All items in the return have been cancelled.

See Check the progress of sales orders.

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Useful info

Outcomes of cancelling a return

• Items that have not yet been received are removed from the return.

• Received items are not removed from the return, including part-received items.

  To cancel received items, you need to amend the receipt first (in the Sage 200 desktop).

• The cancelled return items are recorded for the return if you have enabled Record details of cancelled orders for future analysis in SOP settings (in the Sage 200 desktop). You can see cancelled return items when you view or amend the return, on the Cancelled Return Lines tab.