Question

How to change quantities on an invoiced customer order line.

  • 1 December 2021
  • 1 reply
  • 202 views

Userlevel 5
Badge +9

Looking for suggestions as to how to close a Customer Order Line in the following scenario.

 

  1. Created a customer order.
  2. Added Order Line 1 for Part 12010 with a Sales Qty of 175.
  3. Invoiced a quantity of 140 via Staged Billing.
  4. Delivered a quantity of 5.

 

Then we found out that the remaining 170 parts need to be manufactured with a different Config ID. We will create a new Order Line for the 170. But what can we do with Order Line 1 to close it? Is there a way to Cancel the line or change any of the quantities -- Sales Qty, Delivered Qty or Invoiced Qty?

 

  • When we tried to manually close Order Line 1, we received the following error message.

 

  • We tried changing the Sales Qty from 175 to 5 but received the following error message:

 

 


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1 reply

Userlevel 5
Badge +7

@hmccabe Have you already printed your customer invoice or is it still in Preliminary state?