To cancel a P.O. that has items that have already been received, three steps need to be completed:
The item(s) has/have to be unreceived.
The P.O. needs to be canceled.
The item(s) need/s to be rejected.
Note: When you cancel a re-opened PO, the items previously received will not return to the Procurement List.
Let's begin! Please follow these steps:
1. If the P.O. is closed, you will need to reopen it by going to Procure → Purchase Orders →Closed. Go into the P.O. you want to cancel, and click Reopen P.O. It's located at the bottom of the PO.
2. After the P.O. has been reopened, we need to unreceive the items. To do this, select the button View receive PO details
3. Select the menu button, which looks like three dots, and select Receive Logs.
4. In the new window that pops up, select the options menu button and click on Remove Log Item to unreceive the item(s). This will set the line item quantity to 0.
Note: All received items must be removed from a P.O. before they can be canceled.
5. Once all items have been unreceived, go back to the P.O. by selecting the button View PO details.
6. Scroll to the bottom of the PO and select Cancel PO. A pop-up window will appear; select Confirm to finish the cancellation.
Once the P.O. is canceled, the item can be rejected in the Procure tab.
What if the Cancel PO button does not appear?
If the Cancel PO button doesn't appear after removing the Receive Logs, it is possible to manually remove the line item from the PO on the Revise PO page so it returns to the Procurement page.
Click the Revise PO button
Then click the 3 dots to the right of the line item(s) and Remove item.
Once all items are removed, click Save purchase order.
A modal will appear with a warning message. Click Confirm to return the item(s) to the Procurement page, and cancel the Purchase Order.
