Correction and reversal

Shipped or received goods aren't deleted, they're reversed. The reversed document stays as a historical record in status Reversed, and the stock movement is undone.

🔑Required permissions

The role needs permission to reverse transfer orders.

What can be reversed

Document	When	How
Transfer order	In status Partially Processed or Fully Processed	Mark reversed, Return in draft or Delete
Transfer order shipment	In status Waiting for shipping or Closed	Mark reversed only
Transfer order receipt	In status Waiting for delivery or Closed	Mark reversed only

Reversing a whole transfer order

1. Open the transfer order and click Reverse.
2. Choose how:
   • Mark reversed – the transfer order stays locked with status Reversed.
   • Return in draft – the transfer order goes back to Draft so you can fix it and process it again.
   • Delete – the transfer order is deleted.
3. Confirm.

All of its shipments and receipts that aren't reversed yet are marked reversed automatically, receipts first, then shipments. This applies to all three options. They're always kept as a historical record.

Reversing one shipment or receipt

Use this when only one part is wrong, for example the wrong quantity on one shipment.

• The reversed quantity goes back onto the transfer order lines. It can be shipped or received again.
• A shipment can't be reversed while a live receipt made from it exists. Reverse the receipt first.

Posted transfer order

If the transfer order is Posted, a single shipment or receipt can't be reversed. The general ledger posting already includes their quantities, so reversing only the stock would put the general ledger out of step with the stock ledger. Reverse the whole transfer order instead.

⇄Effect on stock and ledgers

• The stock entries of the reversed document are undone: goods go back to where they were before shipping or receiving.
• The automatically created Inventory receipt in retail and Retail trade record for stores are deleted.
• The transfer order's status is recalculated, for example from Fully Processed back to Partially Processed.

You can reverse several transfer orders at once with a bulk action from the list.