Opening a Sales or Purchase Order and shipping or receiving less than the original quantity will leave an Outstanding Quantity value on the warehouse document (this includes Shipments, Receipts and Picks where used).

Leaving this document as it is, go back to the "Sales Order" or "Purchase Order" screen and post the Invoice. In this example, the Quantity field remains as 5 but Quantity Invoiced would be 3.

From the menu ribbon on the "Sales Order" or "Purchase Order" screen, select Actions and then Cancel Back Order.

If there is an outstanding amount on the order at the time of cancellation, a message will appear advising that the outstanding amount will be cancelled and that a credit memo may need to be raised if payment or a prepayment has already been received or made against the outstanding quantity.

Where no outstanding amount exists, a standard confirmation message will appear asking whether you want to cancel the remaining quantity. In both cases, selecting No will close the message and keep the current values as they are. Selecting Yes will close down any Warehouse document that has a Quantity Outstanding for this order and will replace the value in the Quantity field on the lines to the value that was invoiced. The example below now shows the updated value on the line.