How To: Cancel a Purchase Order

WARNING: A Purchase Order can be only be cancelled BEFORE it has been delivered.

1. Open a Purchase Order screen (show me how).
2. Using the filters, find the purchase order in the grid.
3. Double-click on the Purchase Order to load it.
4. Make sure the Purchase Order is NOT in edit mode.
5. Click to delete the Purchase Order.
6. Enter a free-text deletion / cancellation reason.
   Note: by default, a free text description is used. Alternatively, the cancellation reason can be chosen from a pre-defined list maintained in [ System Data | Cancellation Reasons ] (this requires custom development, which may be chargeable).
7. Click 'OK'.
8. Click 'Yes' to the confirmation prompt.
   
   

Note: if you have already emailed the purchase order to your supplier, you will need to confirm with them that it has been cancelled.

See Also

• Purchasing Overview