How to cancel Sales Order and PO

• Cancel button in the SO card is available if the SO is not linked with PO.
• To cancel a PO: Enter a Canceled Date in the correct field. This removes the PO link and clears the Ready to Bill amount on the SO. The SO returns to Draft stage, so you can now cancel it.
  • Note: Comments are required.

Tips

How to cancel Remaining CIM PO balance 

Make the SO Line Total (SO card) and PO Line Total (PO card) equal to the SO Line Paid amount (SO card).

Then:

• Delete any PO lines not linked to an SO, or
• Set their value to zero.

How to change Paid Sales Order Total 

Scenario 1: Reduce the paid amount

1. Reject the paid invoice (e.g., paid by mistake). → The linked SO returns to PO Received or Partially Invoiced, depending on the rejected amount.
2. Reduce the SO line amount by the rejected value.
3. Open the linked PO and update the PO line totals to match the new invoiced amount. This step is needed to close the PO later.

Scenario 2: Move part of the paid amount to another SO

1. Reject the paid invoice.
2. Delete the SO line (unlinks it from the PO) that contains the rejected amount.
3. Add the rejected amount to a different SO and link it to the correct PO.