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When a sales order (SO) line is released and pick confirmed, you should not cancel it directly.

in Order Management 2 comments

When a sales order (SO) line is released and pick confirmed, you should not cancel it directly. Instead:

  1. The warehouse should backorder the item.
  2. The part should be moved back from staging to the storage shelf.
  3. After this, the SO line can be cancelled safely.

In one case, the item was cancelled while it was still in staging and tied to a shipment. This caused an issue because:

  • The shipment remains linked to the cancelled line.
  • Normally, backordering first would have removed the shipment link and avoided errors.

Since the shipment is still tied to the cancelled line and cannot be fixed directly how can we fix it.

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