Deleting an invoice

Invoices can be deleted at any time; however, they are not technically deleted from the system until the next Daily Sales Register Update.

Until then, the header status changes to Deleted and the system removes all line items. This procedure enables the system to keep an audit trail of all the invoice numbers used.

To delete an invoice before the header is complete:

Press F4 to back up to the Customer field.

To delete an invoice after the header is complete.

With the document open on screen,

Choose File-->Delete Document from the menu.

At the prompt “Delete this entire document?” select “YES – Delete”.

If the Lost Sales is selected on the Use Features tab of SO Static Control F/M (SOF980), you have the opportunity to post to lost sales if the item is inactive and the quantity is greater than the available amount.

Select from the following options to indicate how to record and process the lost sale:
N-No to indicate that you do not want to record the lost sale, R-Review to display the Lost Sales Entry (SOC420) screen and modify the lost date, update usage, quantity, price, cost, reason, and/or notes, Y-Yes to record the lost sale using the default lost sale reason code entered SO static Control F/M, the quote date as the lost sale date and usage defaulting to “no update”.You can also enter a different lost sale reason code.
Select OK to delete the document or Cancel to exit without deleting.

To delete a line

Use the mouse or arrow keys to highlight the line in the item browser.

Press the Delete key on the keyboard, or choose Edit-->Delete Item from the menu.

At the prompt “Delete this line?” select “YES – Delete”.