Objective
Cancel a Purchase Order that was already sent to a supplier.
Background
Purchase orders that have been sent to the wrong supplier, against the wrong project or just need to be canceled can be done on your StructShare instance.
Things to Consider
Required Permissions:
Note that only users with ‘Submit to supplier’ permission (typically purchasing managers) can cancel a PO. This is a permission setting that can be found in the Users and Permissions settings.
Canceling a Purchase order can only be done BEFORE the order has been marked as delivered.
Canceling a Purchase order cannot be undone.
Steps:
Open the Purchaser order you would like to cancel.
Canceling the order.
Click on ‘the 3 dots top left of the order.
Select 'Cancel Order'
Next steps:
Your supplier will receive an email regarding the cancellation and will be able to respond to the request using the chat function.
The order will stay in the open orders screen, to remove it; open the order and click on the recycling bin to delete the Purchase order.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716