When I copy Sales Order to Sales Invoice, and after when I try delete Sales Orders it gives an error of ‘‘The form cannot be deleted because it is referenced in the following transactions’’ before I was not getting this error ? So I need to delete the sales invoice, and afterwards sales order and then again create an new Sales Invoice ?
@bturgan how is returning to previous version a solution? Sooner or later you will want to upgrade for another feature and then you have the same problem.
When you create sales order and then copy sales order to sales invoice, it will link these two. If you do not want to have them linked, you need to clear Order Number field next to Customer field on sales invoice before creating it. Then you can delete Sales Order because it won’t be selected on your newly created invoice.
But why delete sales order in the first place? Fully invoiced (and delivered) sales orders will be lower in the list than uninvoiced ones so you always see which orders are still pending. Manager is built around the assumption that you are constantly recording what is happening in your business and under this principle orders shouldn’t be deleted (unless they were created in error).
Maybe some orders get cancelled. There is a checkbox to specify the order has been cancelled. It’s just extra piece of information you get on the history of customer. Seeing also orders that never became invoices. It’s good data that doesn’t cost anything to have around and one day could be useful. Why throw it away by deleting it?
Just check the orders as “cancelled” then. That way only active sales orders will remain on top. This is why in one of the topics i suggested that an introduction of a “closed” check box also be introduced to the sales orders and purchase orders too to help track active or pending orders.