I really appreciate your responses.
Why not? Itโs all part of the initial Sales Order right, so why would I not want to connect it for documentation purposes.
Maybe this question will also help me understand:
Sales Order is made when a sale is confirmed. (I have still not created an invoice)
If the sale then gets cancelled, how do I undo/cancel that Sales Order?
(Because, I canโt use a credit note, because a credit note must be tagged to a sales invoice)
Because that order meant the goods are going to be invoiced and then delivered. Thats it. Order is completed.
Further if you still want to tag order. Create a new order with negative number and lets call it Return order. Copy it to delivery note , then creat a credit note too and thats it. You got all your required documentation. This is the best u can do for now until in future the credit notes are tied to sales order too.(which we dont know)
I dont know if i can explain it any further.
Thank you. This seems like a good option.
Could you advise on this question?
Have you created credit note? If no. Then i assume bith sale invoice and credit note are not created. In that case like i previously suggested make a new negative order and copy it to new delivery note. I think this is going to be enough.
Still u can cancel order by editing and check the cancelled box and update it.
I didnโt understand this.
The options proposed are (understood this correctly?)
Delete the Sales Order
Or create a negative sales order and copy to a negative delivery note.
Sales invoice and credit notes are only to account for payments. Nothing to do with stocks.
Cancelling the Sales order just greys it out. The qty in inventory still stays the same.
Do we have any idea when the changes to inventory management will be finalized?
I have no idea. I dont think there are any major changes coming to inventory. I was just talking about minor bugs here and there. Like cancelling Sales/Purchase order doesnt update inventory qty to receive/deliver.
If you delete the Sales Order or Purchase Order it does adjust the QTY to deliver / receive.
Changing or deleting transactions, which have been assigned to third parties, should be avoided.
I agree. But the current update is causing those issues which didnโt happen earlier.
Earlier it was
Sales Invoice > Delivery Note
Credit Note > minus Delivery Note
Yes thats one of the workarounds and deleting or modifying transaction transactions & documents is not a good practice. Still there is an issue that needs to be addressed.
Sorry but Sales Orders and Purchase Orders do not qualify as transactions. There is nothing wrong deleting them if for whatever reason you or the customer cancels.