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 or added to a new P.O.
Steps:
1. If the P.O. is closed, reopen it by going to Procure → Purchase Orders → Closed. Open the P.O. you want to cancel, and click Reopen P.O. located at the bottom of the P.O.
2. After the P.O. has been reopened, unreceive the items by selecting the View receive PO details button.
3. Click the three dots to the right of the line item, and select Receive Logs.
4. In the window that pops up, click the three dots and select 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 it can be canceled.
5. Once all items have been unreceived, head back to the P.O. by selecting the button View PO details.
6. Scroll to the bottom of the P.O. and select Cancel PO. A pop-up window will appear; select Confirm to finish the cancellation.
7. Once the P.O. is canceled, users are able to reject the item in the Procure tab, or add the items to a new PO.
Note: When you cancel a re-opened PO, the items previously received will not return to the Procurement List.
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 P.O. 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.
