Cancel a sales order line

Whenever a customer changes their mind or regrets a purchase before delivery has taken place - you should cancel the specific order line(s). 

The following step-by-step instructions will show you how to handle the procedure in D365 - Sales orders


Step 1
Cancel line by clicking on 'Bolia' and then 'Cancel line'



Step 2
Add new lines or refund. 

When the line(s) has been cancelled, you can proceed with any further tasks on the sales order.

Add new lines if the customer changed their mind or refund the amount of the cancelled items if it was a regret.

Info
• Line status will get updated to “Canceled” and essentially this means that the line is removed from the sales order.

• The Cancel line function is only valid to use prior to delivery of an item (Line status: Open order).

• If/when a sales order gets fully canceled – you will have the option to Re-open. This option is required when you have to make a refund on fully canceled sales orders.