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 the dustbin icon is the button bar's DELETE button 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

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