Cancel a sales order

Sometimes orders are cancelled and you need to record the fact that the order is not to be processed. This may be because the customer no longer wants to buy the goods, or services. You can cancel an order at any time before the order is completed.

If you need to cancel a sales order that is complete, you can process a sales return.

Cancelling an order has the following effects:

• Any allocations, for lines on the order that have not been despatched, are removed.
• The order is marked as having cancelled order lines.
• The cancelled order lines are stored if your system is set up to keep a history of cancelled orders in the SOP settings Order Processing tab.
• If the original order had a payment included with it:
• If Invoice payment with order immediately was selected:
• A credit note and a sales payment are generated for any declared payments remaining. These are allocated together when posted to the Sales Ledger.
• A bank payment is posted to the Cash Book when the sales payment is posted to the Sales Ledger.
• Nominal postings are made for the credit note and sales payment when posted to the Sales Ledger.
• If the payment was received online:
• The system automatically refunds the declared payment value remaining to the same card used for the payment.
• If the payment was not invoiced immediately:
• If the payment was made online:
• The system automatically refunds the payment value to the same card used for the payment.
• A sales payment is generated on the customer's account along with all usual nominal postings.
• If the payment was not online:
• The payment is deleted.
• Any refund of money must be done manually.

These may occur for various reasons:

• The receipt or part of it has already been refunded by the online payment service provider's website.
• The internet connection is not available.
• There is a problem with the online payment service provider's website.

If the problem persists, refer to the person responsible for administering your Sage 200 system as they may need to reset online payment details.