Sales Order Linked Document Cancellation

This enhancement introduces a guided cancellation wizard to the Sales Order form in Odoo, giving users full control over the cancellation of related documents. The goal is to streamline and synchronize operational workflows across Sales, Manufacturing, Purchase, and Inventory modules.

Purpose

When cancelling a Sales Order, users often need to cancel multiple related documents such as Purchase Orders, Manufacturing Orders (including child MOs), and Internal Transfers. Doing this manually is time-consuming and prone to error. This feature addresses that by prompting users with a clear, user-friendly interface to cancel related documents as part of a single process.

Key Functionality

• Trigger Point: When a user clicks “Cancel” on a Sales Order.
• Wizard Popup: A modal appears prompting the user to select which related documents to cancel.
• Selectable Options:
  • Cancel all related documents
  • Cancel only Purchase Orders
  • Cancel only Manufacturing Orders
  • Cancel only Internal Transfers
• Automated Execution: Selected documents are cancelled using pre-existing SME logic tailored for each document type.
• SO is cancelled last, only after the chosen dependencies are also successfully cancelled.

User Workflow

1. Go to Sales > Orders > Sales Orders.
2. Open a Sales Order that has related POs, MOs, or Transfers.
3. Click the Cancel button.
4. A wizard appears, asking which related documents should also be cancelled.
5. Select the desired options (e.g., all, just MOs).
6. Click Confirm — the system processes the cancellations in the correct order.
7. The Sales Order is cancelled once all selected linked records are cancelled.

Benefits

• Prevents leftover documents from remaining active after an SO is cancelled.
• Saves time and reduces manual coordination across departments.
• Ensures consistency and reduces operational risk.
• Works seamlessly with existing SME logic, minimizing development overhead.