Open sales order - ready invoiced - shipping fee underchagred

1

Hello

I am trying to cleanup old open sales orders.

I have a few older sals orders that had the final shipping fee changed after the delivery note was created, but before finalizing the sales invoice.

I cannot create another sales invoice to make up the difference, as the system says an invoice was already created.

I am fine with the lower shipping charge, and I> jut want to get rid of this open sales order.

How?

Can I use the “close” option to close this open sales order?

Thanks

Joseph

2

Hi there,

If pushing the button works, that should be fine. Sales Orders don’t by themselves book to the ledger in any way.

3

Thanks for the idea.

It does not count against the ledger. Makes sense.

But, I am trying to clean up all outstanding, orphaned sales orders and get them marked as complete somehow. More of a house cleaning, and also a way to print out this report from time to time so I can see if any sales orders have been forgotten and need processing.

If someone can confirm that my idea will work, or can propose another, please share.

Thanks

Joseph

4

Clicking “Close” will do just that…close open orders. Are you getting an error or some other unexpected behavior? I might not be understanding your question correctly.

5

Hi there.

I have not yet tried, so I have no errors;)

I want to make sure it is done right. I do not know if I can undo a “close” command, so I want to make sure that it is done right.

Thanks for your assistance!

Joseph

6

That’s what I was trying to communicate in my earlier post. When you close the sales order, there are no accounting side effects. It’s just marked closed.

If you close a sales order and then realize you shouldn’t have, you can always reopen it. The only thing that’s changing is the status variable.

1 Like
7

Thanks for the added details about being able to reopen it.

I will try it this week and see how it works.

Thanks

Joseph

1 Like