The article outlines the steps to toggle a Sales Order Line Item to ‘On Hold’ or ‘Cancelled’
PURPOSE
This functionality allows you to cancel or place a customer's sales order line items ‘on hold’. When a line item is marked as Cancelled, it will be excluded from production planning processes, such as PPO (Planned Purchase Order) generation. You can cancel an entire sales order or individual line items, depending on the requirement. This FAQ shows you how to ‘Toggle Cancel a Sales Order Line Item.
KEY BENEFITS
- Enables flexibility in managing customer order changes
- Prevents incorrect production or procurement of cancelled items
- Simplifies order management through a single toggle function
FOLLOW STEPS BELOW:
1.Right Click on the sales order line item
2. Select toggle cancelled/on hold
3. Select a reason for cancelling from the dropdown
ADDITIONAL NOTES
To reverse the status (i.e., un-cancel or remove from hold), simply repeat the same steps above.
NB. For a quick tutorial watch below