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.

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 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. 

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 cancelation transaction appear.

See related:

How do I create a Purchase Order?

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