Declining sales orders

When does the system automatically reject a sales order?

A sales order is rejected the moment you try to invoice the customer and the unit price of an item has changed between the time you had put in the order and the time you tried processing the order. This happens due to profit margin protection, making sure you do not lose money during the sale.

What happens when a sales order is rejected?

Once a sales order is rejected you will not be able to process it. There are two ways available on the system which will allow you to process the order with the new profit margin.

Disable the Profit Margin Protection company parameter

  1. Navigate to System / Company Parameters.
  2. Click on the Global Settings tab.
  3. Click on the Pricing tab.
  4. Enter in the Profit Margin Protection text box.
  5. Click the Accept button.

Resurrect the sales order and accept the new margin

  1. Navigate to Orders Sales Orders / Amend Sales Order.
  2. Enter (or select) the appropriate order number in the Order Number text box.
  3. Click on the Margin button to view the new margin.
  4. Click the Accept button.

Declining a sales order

Watch this video to see how to decline a sales order or follow the steps below it.

Navigate to the correct window

  1. Navigate to Orders Sales Orders / Approve Sales Orders

Enter the list parameters

  1. If you wish to only list sales orders made to a specific debtor, enter (or select) the appropriate debtor account number in the Account text box. 
  2. Select the location that you want to list sales orders for from the Location dropdown list. 

Generate the list

  1. Click the Accept button. 

Decline the sales order

  1. Select the appropriate sales order and click the Decline button.
  2. Fill in the details in the Enter Message window if you so wish.
  3. Click the Accept button. 

Print the list

This step is optional.
  1. Click the Print button.
  2. Specify the Print Options.
  3. Click the OK button.  
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