Delete Paired Intercompany Transactions

Scenario

Intercompany Transactions are created between two subsidiaries and they need to be deleted.

Solution

Follow the steps below to delete the intercompany purchase order and sales order that were paired.

For Intercompany Purchase Orders/Sales Orders containing Non-inventory items only:

1. On the Global search, look for the Intercompany Sales Order you wish to delete
2. On the view mode, right click on the Purchase Order # shown on the Paired Intercompany Transaction and open it in a new tab, hit Edit
3. Return to the tab of the Intercompany Sales Order and click Edit
4. Result: “Paired Intercompany Transaction” field is now editable. Toggle the Paired Intercompany Transaction field and set it to blank
5. Hit Save on the Intercompany Sales Order
6. Once back in the view mode, hit Edit on the Intercompany Sales Order
7. Hover to More Actions, then click Delete. The Intercompany Sales Order would be deleted.
8. On the other tab where the Intercompany Purchase Order is open, hit Edit
9. Hover to More Actions, then click Delete. The Intercompany Purchase Order would be deleted
   

For Intercompany Purchase Orders/Sales Orders containing Inventory items:

1. On the Global search, look for the Intercompany Sales Order you wish to delete
2. On the view mode, right click on the Purchase Order # shown on the Paired Intercompany Transaction and open it in a new tab
3. Return to the tab of the Intercompany Sales Order and click Edit
4. On the Intercompany Sales Order, change the item to a non-inventory type
5. Hit Save on the Intercompany Sales Order
6. On the other tab where the Intercompany Purchase Order is open, hit Edit
7. On the Intercompany Purchase Order, change the item to a non-inventory type
8. Click Save in the Intercompany Purchase Order
9. Return to the tab of the Intercompany Sales Order and click Edit.
10. Result: “Paired Intercompany Transaction Field” is now editable. Toggle the Paired Intercompany Transaction field and set it to blank.
11. Click Save on the Intercompany Sales Order
12. Once back in the view mode, click Edit on the Intercompany Sales Order
13. Hover to More Actions, then click Delete. The Intercompany Sales Order would be deleted.
14. On the other tab where the Intercompany Purchase Order is open, click Edit.
15. Hover to More Actions, then click Delete. The Intercompany Purchase Order would be deleted.