Someone entered an order in our live system thinking is was test. The order was picked, delivered and invoiced. I suggested doing a return to fix the inventory and customer balance, but the question is how can I have this order not show as a sale? One suggested going in the salestable - delete the order and all associated relations - not my idea of fun as i don’t think he realizes how many tables that might involve
Hi First of course you have to credit note the exisiting sales order. That can be done by setting the “ReceiveNow” field to the reciproce quantity (negative) of the original sales. Be sure to use the same dates (for delivery note and invoice) as the original one. Then you can also settle the credit note with the invoice. If you are using 3.0, make SURE that Marking is used. After that, you can delete the sales order. But all other related records will still exist: InventTrans, CustInvoiceJour, CustTrans. However, if you make it correct (with the dates), you should not really be bothered with it (on reports).