I have an approved sales order where there is a line for an inventory item with a quantity of 5. How would I update that line if we only wanted to fulfill 3 of those items because we are refunding the customer 2 before they were fulfilled?

Did the customer paid the invoice or paid a customer deposit already?

Yes, the customer pays when the order is created, so there is a customer deposit already.

If you want to keep the trail (which is better), separate the line into two lines in SO. One with 3 to fulfill and the other 2 to close (check the Close box in that line).

@Luis Thanks!

@jonallenaz in the same document you don’t have to separate the line. When you do a refund, you should be able to choose the 2 unfulfilled items.

@sandra that's right for refund. If I understand the question right, the 2 quantities will no longer be fulfilled. If we don't close them, the SO will get stuck in Partially Fulfilled something like that status, might show up on the Fulfill Orders page (not sure about this), etc.

Luis, correct. I always close the line.