How do I cancel a Purchase Order?

Here you will learn how to cancel all of or some of a P/O in the ERP module.

There are two ways to cancel a Purchase Order (P/O). You can cancel an entire P/O or you can cancel part of a P/O.

Canceling an Entire Purchase Order

To start, in ERP, go to Purchasing > P/O Management.

Click Apply to see your existing P/Os or run a filtered search. Click on the P/O you wish to cancel.

Note: You cannot cancel a purchase order that has any items received in it. If there are unreceived items you wish to cancel, follow these steps.

Change to Cancel mode. Click on the newly appeared Cancel button.

Click Yes.

Your P/O has been completely canceled. Now, when you navigate to the P/O Cancel List screen and click Apply, you will see this cancelation transaction appear.

Canceling Part of a Purchase Order

To start, in ERP, go to Purchasing > P/O Item Cancel.

Click Add.

This will take you to the P/O Cancel Management screen. Enter the P/O Number of your choice (or search for one using the magnifying glass button), then hit the Tab key or click anywhere outside of that field for the P/O information to populate.

To cancel only a portion of a P/O, enter the amount you'd like to cancel directly into the CXL Qty column.

Caution: If you try to enter any positive value in the CXL Qty column for an item that has been fully received, it will not work. However, if you have received only a portion of the total amount, you will be able to enter a value in that field (as long as it is not in excess of the unreceived quantity of that item. That number can be found in the Open Qty column as illustrated below.

Click Save in the upper right-hand corner, then click Yes.

Your P/O has been partially canceled. Now, when you navigate back to the P/O Cancel List screen and click Apply, you will see this cancellation transaction appear.

See related:

How do I create a Purchase Order?

How do I view, edit, or close a Purchase Order?