In NetSuite, canceling a sales order involves voiding or closing the order to prevent further processing, such as fulfillment or invoicing. The ability to cancel a sales order depends on its current status and whether any partial or complete actions (like fulfillment or invoicing) have been performed.
Step-by-Step Guide on Cancel a Sales Order in Netsuite
1. Till the point of time, the Sales Order hasn’t been approved by Finance and its status is ‘Pending Approval’ it can be canceled by clicking on the ‘Cancel Order’ button
2. If the SO is approved by Finance and no Work Orders are built or no POs are received and it can be cancelled by clicking on ‘Close Order’ button and it will cancel all related WOs as well
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3. If any PO is received such that its Item Receipt is created and Work Order(s) which account for GL Impacts in the system. Therefore, in such cases, these transaction records need to be manually deleted first and then the Sales Order can be closed by an authorized user only.
Note
It’s essential to understand that certain actions within NetSuite, such as fulfillment or invoicing, can restrict or impact the ability to cancel a sales order. Always review the order’s status and associated records (like fulfillments and invoices) before canceling to ensure proper handling and avoid potential discrepancies in your records. If you’re uncertain, consider consulting with your NetSuite administrator or support team for guidance on specific scenarios.
Note
Always refer to the official NetSuite documentation for detailed and specific guidance based on your NetSuite version. Additionally, you may want to involve your NetSuite administrator or seek assistance from NetSuite support for any specific challenges you encounter during the setup process.