Overview

Sales orders that are already in production or WIP (Work in Progress) must follow a strict process when corrections or cancellations are needed. This guide outlines the correct sequence for reversing sales order activity and updating inventory. It is critical to reverse transactions in the proper order and avoid changing order line quantities once inventory has been reserved.

⚠️ Important Rules

• Do NOT edit order quantities on released lines. Only adjust via returns or shorting.

• Only Purchasing, Warehouse, or Production Managers should make WIP inventory adjustments.

• Billing may only close or short lines if:

  • The order has shipped and

  • No backorder is required.

• Never bypass PO allocations—if POs are assigned, they must be received before shorting the order.

• For complex changes, the best option is to copy the order, make edits to the new one, and short the original.

🔁 Reversing Transactions (WIP Correction Workflow)

To fully reverse and fix WIP inventory and sales order issues, complete the following in reverse order of original processing:

1. Run Inventory Transaction Report

• Go to Reports > Inventory Transaction Report

• Filter by Sales Order #

• Use this to trace how inventory was reserved, transferred, or allocated.

2. Delete Unposted Invoice

 - (Order lines that have posted invoice CANNOT be changed)

3. Delete the Shipping Record

• Go to Shipping > Sales Order Shipping

• Delete the shipment tied to the invoice.

4. Delete or “Damage” the Packing Record

• Go to Operations > Order Tracking > Packing Screen

• Make a note of shipping Information for future update 

• Delete or damage the packed line to free up WIP inventory.
  

5. Remove PO Allocations

• Go to Inventory > Purchase Orders > PO Entry

• Remove allocations to the sales order (you may need Purchasing access).

6. Review SKU Mapping

• Check SKU Maintenance to ensure transactions are linked to the correct predecorated SKU.

• If allocation is on a blank or incorrect SKU, contact FGW to perform Inventory adjustment.

7. Stock Pick Predecorated SKU (if needed)

• Go to Sales Orders > Stock Picking

• Select the correct predecorated SKU.

• Ensure the WIP location reflects the transfer accurately.

8. Inventory Transfer to WIP

• Go to Inventory > Transfers

• Transfer inventory from predecorated stock to WIP tied to SO Line.

9. Complete Packing & Shipping

• Re-complete packing using the correct SKU, then re-release the shipment.

10. Re-invoice the Order

• Generate and post the invoice to relieve inventory and update sales reporting.

🧾 Shorting Sales Orders

Use this option if inventory will not be shipped and needs to be returned to available stock.

• Go to Sales Orders Entry
  

• Check Short Order on the General tab

• Check Short Line on Order Lines tab (if applicable)

• Post the invoice to return inventory from WIP to On Hand

If a PO was partially received, make sure it’s fully received before shorting.

🔁 Cycle Count Inventory

After changes are complete:

• Perform a cycle count for:

  • Blank SKU

  • Predecorated SKU

• Ensure inventory levels are accurate in all warehouses

💡 Best Practices

• Always work backwards through shipping → packing → picking → allocation → order.

• Use copy order function to simplify complex adjustments.

• Avoid adjusting open production orders without notifying stakeholders.