Tip of the Week: Cancelling Documents

Cancelling Documents SAP Business One

Canceling Documents SAP Business One: Have you created a marketing document in error or has become invalid?  Do you want an easy way to cancel the document?  SAP Business One has a nice feature of Cancelling the document.

In order to use this feature, you need full authorization for canceling documents.  Please contact your System Administrator to see if you have authorizations.

There are two Cancellation Types:

  • The first Type of Cancellations are ones that do not generate new documents.  The system will set the status to “Cancelled”.  Relevant documents are listed below:
    • Sales quotation
    • Purchasing quotation
    • Sales order
    • Purchasing order
    • A/R down payment request
    • A/P down payment request
    • Purchase request
  • The second Type of Cancellations are ones that generate cancellation documents.  In this category, the following are the results when you cancel a document:
    • A cancellation document is created. The data of the canceled document is copied to the cancellation document and only some data is allowed to be updated.
    • Both canceled and cancellation documents are closed irreversibly.
    • The system reverses the accounting, tax, and inventory changes caused by the canceled document.
    • The system removes the automatic reconciliation between the canceled document and its base documents if any. Consequently, the base documents are reopened with balances due restored and can be drawn further to new target documents.
      • Relevant Documents are Listed Below:
        • Delivery
        • Goods receipt PO
        • Return
        • Goods return
        • A/R invoice
        • A/P invoice
        • A/R reserve invoice
        • A/P reserve invoice
        • A/R credit memo
        • A/P credit memo

Procedure

  1.  Find the particular document you want to cancel.
  2. Right-click in the document window and choose Cancel, or choose   Data  Cancel  . A cancellation document appears with the title – Cancellation.
  3. In the cancellation document window, make the necessary data updates.
  4. Choose Add pushbutton.

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