A) To fully delete a line of a  sales order

You can now delete lines from a Sales Order without deleting the item from other documents first. Just highlight the line and click the delete icon at the top of the order.

  • If the line is at the status Requested, it will change to Archived.
  • If the line is on a Purchase Order, the Sales Order line will be delinked from the Purchase Order and the Purchase Order will remain on Prima for stock. If there is also a relating Receipt Note created, this will remain for the stock Purchase Order.
  • If the line is at the status Allocated, it will deallocate and change to Archived.
  • If the line is on a Dispatch Note, you will get a pop-up message when trying to delete the line from the Sales Order advising you that the line is on a Dispatch Note and it will ask you if you want to delete the line from the associated Dispatch Note. If you click Yes, the quantity on the Dispatch Note will change to zero and it will be left incomplete. (Please note your user needs to have permission to do this in admin otherwise you would have to delete off the DN manually)
  • If the line is on a Sales Invoice, the Sales Invoice will need to be deleted first.


B) To adjust the quantity of a line

Click into the line and on the Delivery Details tab, adjust quantity or click Delete and it will only delete the quantity that is not allocated already


C) To put the item back to requested status on the sales order


Scenario 1 - Item is not marked as 'Dispatched':

  1. Delete the line all the way back off the order
    1. Delete off any linked outstanding invoices (administrators can make the invoice outstanding if already completed)
    2. Delete off any linked outstanding dispatch notes
    3. Delete off linked PO or un-allocate (if item coming/already received into stock)
    4. Delete off sales order 
    5. NOTE: If the item has been marked as paid, it will not allow you to delete the invoice but you can still delete all the way back and a credit will auto generate when you delete the item off the sales order. If the item was marked as ‘Pre-Paid’ the money will not be taken from the customer card until the item is dispatched so it can be deleted without credit.
  2. OR Push the item all the way through to ‘Dispatched’ status and follow steps below…

 

Scenario 2 - Item is marked as ‘Dispatched’

  1. Create the sales invoice (can be zeroed and printed if don’t want customer to receive)
  2. Create a customer return and credit (zero and print if done this on invoice)


D) To remove the line from specific modules 

TIP: Use the links button within the sales order line to jump to the specific modules that the line needs to be deleted from


The item is Status Allocated on the Sales Order

Enter into the Sales Order and double click the Line you want to delete

Click the Deallocate Button under the product image

Click on the Delivery Details tab and adjust quantity or click Delete

 

The item is on an Outstanding Purchase Order

Enter into the Purchase Order, double click the line to be deleted, click on the Extension tab and click Delete. 

Enter into the Sales Order, double click the line that is to be deleted

Click on the Delivery Details tab and adjust quantity or click Delete

 

The item is on a Purchased Purchase Order and is on an Outstanding / Stocked on Pre-Book Receipt Note

Enter into the Purchase Order, double click the line to be deleted, click on the Links button, and double click the Receipt Note link.

Enter into the Receipt note, highlight the line to be deleted and click delete.

Close the receipt note (complete first if no other lines on the receipt)

From within the Purchase Order, double click the line to be deleted, click on the Extension tab and click Delete 

REPEAT step above if the item is NOT COMING INTO STOCK either (see note below)

Enter into the Sales Order, double click the line that is to be deleted

Click on the Delivery Details tab and adjust quantity or click Delete


Note: Once the Purchase Order has been moved to the status of awaiting Receipt then there are two deletions for the item to be removed.  The first delete will remove the sales requisition from the purchase and place the item back into the Requirements list, in the purchase order the sales requisition will be replaced with a stock requisition.  This stock requirement can either be left on the purchase order and receipted in when the vendor sends the goods or the stock requirement can be deleted.  If deleted then the vendor needs to be contacted to cancel the original order initially sent to them.  To delete the stock requirement double click the line to be deleted, click on the Extension tab and click Delete. 

 

The item is on a Completed Receipt Note

Enter into the Sales Order, double click the line that is to be deleted

Click the Deallocate Button under the product image

Click on the Delivery Details tab and adjust quantity or click Delete

 

The item is on an Outstanding Dispatch Note

Enter into the Dispatch note 

Click onto the Lines tab and highlight the Line to be deleted 

Tick the ‘Return to Stock’ box if you want the stock to be de-allocated from the customer and returned back into stock.  If you require the stock to remain allocated to the customer do not tick the ‘Return to Stock’ box.

Save

Delete or reduce to the correct quantity and Save

Enter into the Sales Order, double click the line that is to be deleted

Click on the Delivery Details tab and adjust quantity or click Delete

 

The item is on a Completed Dispatch Note
The item cannot be deleted off the Sales Order.  The item needs to be returned through the returns module for credit.

 

The item is on a Completed/Posted Sales Invoice

The item cannot be deleted off the Sales Order as the customer has been invoiced.  

If the customer has not received or paid for the invoice yet, administrators can mark the invoice back to outstanding and delete the line off before reissuing the invoice to the customer.

If the goods have been dispatched, they need to be returned back through the return process so a credit is raised against the invoice for the customer.