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Luckyrooh1's avatar
Luckyrooh1
Contributing User
3 months ago
Solved

Sales Order

Subject: Clarification on Deleting or Reversing Sales Order in FY2024 Hi Team, I hope this email finds you well. Our client has identified a Sales Order from 2021 that did not proceed and wishes t...
  • Doreen_P's avatar
    Doreen_P
    3 months ago

    Hi Luckyrooh1,

    Thanks for reaching out!

    When deleting an order, this may affect your inventory but the purchases will not. I would suggest reversing the order instead of deleting it. This way, a record or trail will be retained. Regarding your question on what to advise to your client whether to delete or to reverse, it is always best to speak with your accountant for more information. Lastly, he difference between deleting or reversing an order would be; when you delete an order, this will be permanently removed from your records. On the other hand, reversing a transaction would mean retaining a record of the sale.

    You may click here for more information.

    Feel free to post again anytime if you require further assistance.

    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

    Best regards,

    Doreen

Doreen_P's avatar
Doreen_P
MYOB Moderator
3 months ago

Hi Luckyrooh1,

Thanks for reaching out!

When deleting an order, this may affect your inventory but the purchases will not. I would suggest reversing the order instead of deleting it. This way, a record or trail will be retained. Regarding your question on what to advise to your client whether to delete or to reverse, it is always best to speak with your accountant for more information. Lastly, he difference between deleting or reversing an order would be; when you delete an order, this will be permanently removed from your records. On the other hand, reversing a transaction would mean retaining a record of the sale.

You may click here for more information.

Feel free to post again anytime if you require further assistance.

If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

Best regards,

Doreen