How To: Remove a Purchasing Document

  

If a purchasing document is created or committed by mistake, you may need to remove it to maintain accurate inventory and financial records.

 

Required permissions depend on the document type and its current status. Typical permissions include:

• Edit after commit for the relevant purchasing document type
• Remove permission for the document type
  

 

Remove an Open Document

1. Open Documents.
2. Locate the document and confirm its status is Open.
3. Set all item quantities to 0.
4. Select Save & Close.
5. Select Remove.
   

Remove a Committed Purchase Order or Receipt

1. Open the committed Purchase Order or Receipt.
2. Set all item quantities to 0.
3. Select Save & Close.

The document status updates automatically to Rescinded

Remove an Invoice

Within the 7-Day Uncommit Window

If the invoice:

• Includes additional expenses, and
• Has a commit date before the location closeout date, and
• Is within the 7-day grace period

Then:

1. Uncommit the invoice.
2. Set all item quantities and expenses to 0.
3. Remove the invoice.

Note: If a physical inventory was committed after the invoice, it will have already corrected on-hand values. If the invoice still needs to be removed and you are within the 7-day window, uncommit the physical inventory first, then uncommit and remove the invoice

After the 7-Day Uncommit Window

• If you are past the 7-day window, you cannot uncommit the invoice.
• With the Edit after commit permission, you can set item quantities to 0.
• Additional expenses cannot be set to 0.

Important: If expenses remain on the invoice and you use an accounting export, you must make a manual adjustment in your accounting system to account for the expenses and item quantities.

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