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            Cancel a Sales Agreement

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            Cancel a Sales Agreement

            You can cancel an approved or activated sales agreement. After a sales agreement is cancelled, it can’t be edited. Actuals for a sales agreement are recalculated after it’s cancelled.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            User Permissions Needed
            To modify sales agreement Read, Edit permissions on Sales Agreement

            You can’t cancel a sales agreement if it’s in the Draft, Under Revision, or Expired status.

            1. From the quick actions menu on a sales agreement record, click Cancel.
            2. To confirm your action, click Yes.
              For active sales agreements with the Actuals Calculation Mode as Automatically from direct orders or Automatically from orders through contracts, all actual quantities are recalculated when you cancel the sales agreement. You receive an in-app notification when the recalculation is complete.

            If the process fails, you can click Recalculate Actuals on the Agreement Terms tab to initiate the process.

             
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