There are two ways you can cancel a Purchase Order.   Both options are via the 'Purchase Order' sub-tab:

  1. Cancel a Purchase Order via the Purchase Order Line's 3 dot action dropdown 
  2. Cancel an 'Opened' Purchase Order


Instructions for each option are listed below.


NOTE:  You can not cancel a PO once bills have been attached to it 


1. Cancel a Purchase Order via the Purchase Order Line's 3 dot action dropdown  


You can cancel a purchase order via the 3 dot action dropdown to the right of that purchase order line:

  1. Go to the project's ‘Purchase Orders’ sub-tab
  2. Then click on the 3 dot dropdown to the right of the purchase order line to be canceled
  3. Select the 'Cancel' option

     
  4. This will 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(s)' 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 cancellation notice via the 'Message for Recipient(s)' 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 cancellation sent to your supplier.

  5. Once all of the necessary 'Cancel Purchase Order' pop-up details have been completed, click the 'Cancel Purchase Order' button to confirm.

    The screen will refresh, displaying the amended 'Cancelled' status.  The 3 dot action drop-down then offers you the option to 'Delete' the purchase order. 


    NOTE: Returning to the project's Purchase Order sub-tab (or refreshing the page) - you'll see the canceled purchase order has disappeared.  This is because the view defaults to 'All (Except Cancelled)' purchase orders.  To display all purchase orders, including canceled ones, select the 'All' option from the 'Status' drop-down. 

     

2. Cancel an 'Opened' Purchase Order 


You can cancel a purchase order by opening it, and selecting the 3 dot dropdown to the top right of that purchase order.

  1. Go to the project's ‘Purchase Orders’ sub-tab
  2. Then click on the purchase orders 'Reference' link to the left of that purchase order line

    This will open up the purchase order, displaying that purchase order's screen to view


  3. Click on the 3 dot action dropdown to the top right of the purchase order page
  4. Select the 'Cancel' option


  5. This will open the 'Cancel Purchase Order' pop-up screen, where you can fill in the details as required i.e.
    • The 'Send Cancelation Notice to the Recipient(s)' 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 cancellation notice via the 'Message for Recipient(s)' 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.

  6. Once all of the necessary 'Cancel Purchase Order' pop-up details have been completed, click the 'Cancel Purchase Order' button to confirm.

    The screen will refresh, displaying the purchase order screen with an updated 'Cancelled' status.  The 3 dot action drop-down (to the top right of the purchase order screen) then offers you the option to 'Delete' the purchase order if required.


    NOTE: Returning to the project's Purchase Order sub-tab - you'll see the canceled purchase order has disappeared.  This is because the view defaults to 'All (Except Cancelled)' purchase orders.  To display all purchase orders, including canceled ones, select the 'All' option from the 'Status' drop-down.