When dealing with SOs in Katana, you may sometimes encounter errors related to deleting item rows, handling integration-related issues, or resolving problematic order statuses. This article provides a comprehensive guide to troubleshoot and resolve these issues.
Common troubleshooting scenarios
Unable to delete item rows
If you are unable to delete item rows, it could be due to the following reasons:
When the inventory period is closed, deletion of item rows may be blocked.
Resolution: - Navigate to Settings > Costing. - Temporarily adjust the inventory closing date so that it falls earlier than the
Createddate of the SO.
2. Linked return order
Sometimes, a linked return order (e.g., RO-[NUMBER]) prevents deleting item rows on an SO.
Resolution: - Open the linked return order from the SO. - Delete the linked return order. Attempt to delete the Items not shipped rows on the SO again.
Issues with SOs created via Zapier
Orders created in Katana using Zapier can sometimes become inaccessible or undeletable. This situation often arises due to an invalid location_id in the payload (e.g., location_id = 0).
Root cause
Orders lacking a valid
Ship fromlocation become invalid and cannot be accessed or managed in the Katana UI.
Resolution and Prevention Steps
Verify your Zap’s configuration to ensure the "Create Sales Order" action includes: - A valid
location_idfor theShip fromlocation. - Use the actual numeric ID of the location rather than its name.For existing orders with an invalid
location_id: - Use Zapier to update the order’slocation_idto a valid one. - Delete the order afterwards in Katana.If the order remains inaccessible and cannot be updated, the referenced record may remain invalid, and UI deletion will not work.
This ensures new orders are created appropriately while providing a workaround for any existing invalid orders.
Orders stuck in "Partially delivered" status
If an order is stuck in a Partially delivered status even after attempting manual delivery, the issue may stem from incorrect fulfillment quantities.
Resolution steps:
Open the SO and check the deliverable quantity for each line item.
Update any item with a fulfillable quantity of
0to the correct quantity that will allow stock allocation.Attempt to use the "Deliver all" button again to update the order's status properly.
Preventative best practices
Regularly check inventory closing dates to ensure they align with SO timelines.
Verify integration settings (e.g., using Zapier) to ensure accurate configuration of order data like
location_id.Monitor and update SO item details promptly to prevent fulfillment or status processing errors.
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