Cancel Purchase Orders
If your vendor rejects a purchase order you sent, you can cancel it. Alternatively, if your vendor only has certain items from the purchase order, you can cancel the unavailable items. In this help document, you’ll learn how to perform these actions.
Cancel a Purchase Order
If your vendor rejects the purchase order you sent, you can cancel it. Here’s how:
- Click Purchase Orders under Procurement.
- Click the purchase order you want to cancel.
- Click the More icon at the top and select Mark as Canceled.
- Click Confirm in the pop-up that appears.
Cancel Items in a Purchase Order
Scenario: Patricia, Zylker’s Procurement Manager, creates a purchase order with three items and sends it to Bailey, her vendor. Baileys confirms that two items are available and one item is out of stock. On receiving the two items, Patricia pays Baileys for the items received and modifies the purchase order accordingly. She cancels the unavailable item in the purchase order.
To cancel items in a purchase order:
- Click Purchase Orders under Procurement.
- Click the purchase order containing the items you want to cancel.
- Click the More icon at the top and select Cancel Items.
- Enter the Quantity to Cancel for the items you want to cancel.
- Click Proceed.
Note:
- In a partially billed purchase order, only items that are not billed can be canceled.
- If your purchase order includes Service items, you can’t cancel them. You might encounter an error stating “No items are available for cancellation”.
Reopen a Canceled Purchase Order
You can reopen a canceled purchase order or the canceled items in a purchase order. Here’s how:
- Click Purchase Orders under Procurement.
- Click the purchase order you want to reopen.
- Click the More icon at the top and select Reopen Canceled Items.
- Click Proceed.