Below is a list of scenarios you may find yourself in when you need to delete an order line in Prima Cloud


The item is on the Requirements list under the status as Requested 

Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab and click Delete.


The item is Status Allocated on the Sales Order 

Enter into the Sales Order and highlight the Line you want to delete.

Click on the Links tab

Double-click on the Production Information line

In the Product Record, click on the Balances button

Double-click on the line in Current Allocations then click to Yes to remove allocation

Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab and 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 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.

From within 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 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 supplier sends the goods or the stock requirement can be deleted.  If deleted then the supplier 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 Receipt note and highlight the Line to be deleted.

Click onto the Details button

Click into the Balances button

Double-click the line from Current Allocations and click Yes to de-allocateEnter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab and click Delete.


The item is on an Outstanding Dispatch Note
Enter into the Dispatch note and highlight the Line to be deleted.

Click onto the Lines tab

Reduce the quantity to 0 and tick the Return to Stock box. Save.

Enter into the Sales Order, double click the line that is to be deleted, click on the Delivery Details tab and click Delete. 


Reducing a quantity on an Outstanding Dispatch Note
Enter into the Dispatch note and highlight the Line to be edited.

Click onto the Lines tab

Reduce the quantity and 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 


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 system 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 invoice has been raised in error the items still need to be dispatched but returned back through the return process so a credit is raised against the invoice for the customer.