Deleting or cancelling documents happens from the document file, from the action buttons at the bottom. Any deletion or cancellation action is a matter of rights. These are configured from the Administration > Settings > Document Administration menu, where they are set at the document level.
If a user has more than one modify/remove permission, the buttons are combined into a single Edit button, which is expanded by the arrow on the right.
Cancel documents with the Cancel button
The cancellation of a document leaves a trace in the system, regardless of its type, retains its number and it can be accessed in the corresponding list.
Documents with the status “Cancelled” are coloured in light grey (1) throughout the lists in the system.
For example:
You have 3 invoice numbers 0000000001, 0000000002, 0000000003.
Cancel invoice 0000000002. The next invoice you issue will have the number 0000000004.
The number 0000000002 will remain busy and will be displayed in the system when searching.
Each voided document’s file displays (1) a “voided” status and (2) details about the void, which includes which user it was voided by, when (date and time), and what the completed reason for voiding was:
Cancel sales and orders with the Complete Cancel button
The full cancel button can only be used for Sales or Orders.
It cancels the specific document (1) from whose file you clicked the button, but also all its related documents. A full cancellation leaves a trace in the system regardless of the document type and preserves the document numbers so they can be found in the system. Documents with the status “Cancelled” are coloured in pale grey throughout the lists in the system.
For example Sale SO00000001 which has related:
- payment in cash PKO 000000004
- Financial Document Invoice 000000003
- stock document Discharge STO0000002
When using the “Complete Cancel” button in Sale SO00000001 (1), all documents that are associated with the sale will be cancelled (2). The ‘reason for cancellation’ field (3) must be provided by the operator in free text.
After the complete cancellation of sale SO00000001, the system will give a next sale number SO00000002. The same thing is happening in finance- the next invoice they issue will have a 0000000004 number. The number 0000000003 will remain busy and will be displayed in the system when searching. Similarly, this will happen with the other documents.
Delete documents with the Delete button
The delete button removes the document and the links created to it from other documents and automatically releases the number it was registered with.
The difference with cancellation is that cancellation retains the number in full and it cannot be reused. Deletion, on the other hand, also leaves a trace in the system by adding a “#” to the original document number. So firstly the number can be reused, secondly the deleted document can be found in the system with a “#” sign.
Releasing and reusing the deleted document number is particularly important for financial documents because it can leave a “hole” in their numbering.
For example:
You have 3 invoice numbers 0000000001, 0000000002, 0000000003.
Delete invoice 0000000002. The next invoice you issue will have the number 0000000004.
The number 0000000002 will remain unfilled and make a “hole” in your numbering. It will not be found in the system when searching, but will convert to #0000000002. If you wish to use the number 0000000002 for an invoice, then when you register a new one in the system, you must tick the “manual number” box on the document and enter it in the field.