Sometimes suppliers may only provide part of an order. When this happens, instead of canceling and reissuing the purchase order, you can simply remove those line items from a purchase order and update it instead.
How to Cancel Lines from a Purchase Order via the Purchase Order Line's pencil (edit) icon
You can easily cancel lines from a purchase order by:
1. Going to the project's 'Purchase Orders' sub-tab.
2. Click on the Purchase Order Reference number - to the far left of the purchase order line. This will open the purchase order view.
3. Scroll down to the inventory line section and click on the checkbox(s) (to the left of each inventory line) you need to cancel.
This will bring up a floating modal displaying the number of lines selected (to the left), with a red 'Cancel Button' further to the right. Click on 'Cancel' to open the 'Cancel Line Item(s)' pop-up screen, where you can fill in the details as required i.e.
- The 'Send Cancelation Notice to the Recipient' will be ticked by default - untick this if you do NOT want a notification to be emailed out.
- You can add a message to the Cancelation Notice via the 'Message for Recipients' text box.
- You also have the option of clicking the Additional Recipients drop-down to select any additional people to receive a copy of the amendment sent to your supplier.
4. Once all of the necessary 'Cancel Line Item(s)' pop-up details have been completed, click the 'Cancel Line Items' button to confirm.
The screen will refresh, displaying an amended purchase order. Maintaining the 'Approved' status. Clicking on the Purchase Orders sub-tab also shows the updated purchase order line and amounts.
NOTE: You cannot cancel a line on a PO once any bills have been attached to it.
Line Item Cancelation Notice
