Summary (TL;DR): Learn how to cancel a PO, manage items with existing Receive Logs, and handle requested items or external PO numbers after cancellation.
Prerequisites
Permissions: You must have Create and View Purchase Order permissions for the applicable Location and Department.
Restrictions: POs with received items cannot be canceled directly; they must be unreceived first.
Procedure
1. Cancel a Standard PO
Use this method for POs that have no receiving history.
Navigate to Procure > Purchase Orders.
Select the applicable PO.
Click Cancel P.O..
Click Confirm in the pop-up window.
2. Cancel a PO with Received Items
If a PO has already been received, you must reverse the receiving logs before the system allows cancellation.
Reopen the PO: If the PO is closed, go to Procure > Purchase Orders > Closed, open the PO, and click Reopen P.O. at the bottom.
Unreceive Items: Click View receive PO details > select the three dots icon next to a line item > Receive Logs.
Remove Logs: Click the three dots in the pop-up and select Remove Log Item. Repeat for all items until the received quantity is 0.
Finalize Cancellation: Click View PO details, scroll to the bottom, and click Cancel PO.
3. Alternative: Manually Remove Line Items
If the Cancel PO button does not appear after removing logs:
Click Revise P.O..
Click the three dots next to each line item and select Remove Item.
Click Save purchase order.
Confirm the prompt to return items to the Procurement page and cancel the PO.
Troubleshooting & FAQ
User Question | Resolution |
Can I reopen or resubmit a canceled PO? | No. Canceled POs cannot be reopened or deleted. However, you can create a new PO using the items returned to the Procurement stage. |
Where do items go after cancellation? | Items return to the Procurement Items list. If the items are no longer needed, you must manually Reject them in the Procure tab. |
Can I reuse the same PO number? | Standard Procurify numbers cannot be reused. However, if you use External PO numbers, you can reuse a number from a canceled PO by selecting the Custom button during the new PO creation and manually entering the number. |
NOTE: When you cancel a PO that was previously re-opened, items that were already received and then "unreceived" will not return to the Procurement List.