Goal:
how to stop a recurring order item
how do I end a recurring order
I don't want this recurring item
I don't need this recurring spend item
Use the following steps to follow the un-receive workflow to end a recurring purchase order.
Important: Removing a recurring purchase order receive log is an irreversible action that immediately terminates the recurring schedule. This means that the order cannot resume on the same purchase order, and users must create a new recurring spend request if they wish to continue the recurring cycle.
Steps:
Locate and Open the Purchase Order (PO).
Select the View PO Details button located to the right of the PO.
Scroll down and select Reopen PO
Select the View receive PO details button.
Click the [...] button beside the recurring order item and click Receive Logs.
Click the [...] button beside the receive log, and then select Remove log item.
Select Confirm.
The item recurrence has now ended as of the current date. Any past billing dates will have created unbilled items in Accounts Payable for invoice processing, but no future ones will be created.
If you need to continue the recurring cycle, you will need to create a new recurring spend request. Removing logs should be approached cautiously, as this action permanently stops the current schedule.
Additional Information:
Avoid removing receive logs unless absolutely necessary, as the action is permanent.
When unreceiving a purchase order, promptly review and adjust the recurring schedule as needed.
Confirm changes with stakeholders to ensure no disruption in procurement workflows.