Troubleshooting: How can I remove a Purchasing Document?

Troubleshooting: How can I remove a Purchasing Document?



1. Locate and Open the Purchasing document


 

 

2. Change the quantities in the document to 0 for all products.


 

 

*If this is an invoice, change the total invoice amount and expenses to $0.00. 

 

 

 

 

3. Save and Close. 

 

4.If the status of the document was open, Select "Remove Purchase Order" 


 

 

*Please note, that you cannot remove or edit a purchasing document if it has already been converted. You will need to complete the steps above and remove both purchasing documents. 

 

 

If the document was committed prior to these changes, the status of the Purchasing document will now be "Rescinded". The on hand and cost adjustments will no longer impact your inventory. 

If the document was still Open, the status of the Purchasing document will now be "Empty" or "Removed". 


 

 


 

If you are unable to make the changes listed above, you will need to request that your Yellow Dog Inventory user account be modified so you can "Edit after Committed". This request should be made to your internal Yellow Dog User Admin. 

 

    • Related Articles

    • Troubleshooting: How do I start investigating variances in my physical?

      The first place to start investigating variances in your physical is an Item History report. This report will provide detailed information regarding when your item was purchased, received, manually adjusted, sold & inventoried. Variances are most ...
    • COGS Troubleshooting

      This document was designed to help users pinpoint where and why there are discrepancies in their COGS reporting.  Why COGS are inaccurate: If COGS numbers are appearing incorrectly in Yellow Dog one of the following will be the cause: Invoices were ...
    • How do I navigate the Purchasing Module?

      Purchasing The Purchasing section of Yellow Dog Inventory enables users to handle every aspect of the “Purchasing Flow.” Each purchasing screen has filters at the top. The main filters are for Store, Vendor, Status, Committed Date Ranges and the ...
    • What are Yellow Dogs best practices for catching up on purchasing?

      Yellow Dog understands that every team is busy, and sometimes things fall through the cracks. Below are Yellow Dogs best practices for when you need to catch up on purchasing.  Purchase Orders:  Review the items locked report. This can be located ...
    • Purchasing Flow for Food and Beverage

      The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...
    • Recent Articles

    • How To: Import Interfaces by Level using Balto

      This document will review how to import interface settings for a level using the Balto import tool. Prerequisites Items are required to exist in YD already Items cannot be marked as removed. The stores must also exist in YD Yellow Dog user with ...
    • How To: Update Par & Re-Order Points via the Balto Import Tool

      This document will review how to update Par & Re-Order Points via the Balto import tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • How To: Update Items Store Availability via the Balto Import Tool

      This article will review how to update items store availability with the Balto Import Tool With all Balto imports, be sure not to change any of the column headers in the template. Unused columns can be removed, but the headers should not be edited in ...
    • Yellow Dog/Jonas File Exchange Overview

      This document will provide an overview of the Yellow Dog Jonas File Exchange Integration Integration Approach This is a 2Way integration – pull sales and push items • Sales – pulled from a file • Items – pushed to .csv file • Codes – Inserted into ...
    • Yellow Dog/Jonas API Overview

      This document will provide an overview of the Yellow Dog Jonas API Integration Integration Approach This can be set up as a 2Way – Items are pulled from us, and sales are pushed or 1Way sales are pushed. NOTE: Jonas controls the flow of sales and ...