Undo Transfer of Sales Lines to Customer Order

Explanation

This activity is used to roll back a transfer of a sales line to a customer order. This could be useful when, for some reason, it is necessary to renegotiate the pricing of the performed service, for example increased material or labor costs. Another example is when special equipment has been required to be used during the service, which were not taken into consideration when the sales lines were transferred for invoicing.

You can roll back the transfer, make necessary corrections, and then transfer to the customer order.

Prerequisites

• The sales line must have been transferred to a customer order, i.e., the sales line status cannot be Transferred.
• The customer order line, corresponding to the sales line, cannot have any of the following status: Picked, Partially Delivered, Delivered, Canceled, or Invoiced/Closed.

System Effects

As a result of this activity, customer order lines goes to Canceled status on the customer order and the sales lines are reversed back to Invoiceable status.

Window

Component Repair Order

Related Window Descriptions

Component Repair Order/Repair Lines
Component Repair Order/Exchange Lines
Component Repair Order

Procedure

1. Open the Component Repair Order window and search for an existing component repair order.
2. Click the Repairs or Exchanges tab.
3. Select a component repair order line with transferred sales lines, right-click, point to Customer order Handling and then click Undo Transfer to CO.