How do I cancel a Purchase Order?
Issue: I have ordered items through a Purchase Order, but now will not be receiving them. Is there a way to cancel this Purchase Order?
Resolution: Yes! Use the Canceled feature within your Purchase Order to indicate that it has been cancelled and resolve the on-order quantities.
- Navigate to the Purchase Order in question and double click to open the editor.
- Check the box Canceled to let the system know that you will not be receiving this product and resolve the on order quantity.
- Verify that the status of the Purchase Order updated to Ordered – Canceled
- Verify that the On-Order quantity updated to no longer include the quantity on the Purchase Order. Note: You may need to hit Refresh Data to see the quantity update.
Related Articles
Reporting Explained: Purchase Order Summary
Business Need: This report will provide an overview of all purchase orders for an organization summarized by document. How it Works: Users will filter to a specific date range and have the option to include or exclude certain Status’ as needed. The ...How do I create a Purchase Order Worksheet?
Purchase Order Worksheets are a tool that assist in generating POs for multiple stores on a single screen. To create a new Purchase Order Worksheet, select the button “Add”: In the pop up that appears, select the vendor your purchase orders will be ...How do I Create and Approve a Purchase Order with Purchase Order Approvals?
Purchase Orders Approvals Purchase Order Approvals are used when approval is required to place orders, i.e. purchasing amount restrictions. You can use the threshold method, which only requires one approver, or you can create Hierarchical Approvals ...Troubleshooting: Why Are My PO Approval Emails Missing Information?
If you are receiving PO Approvals in your email that appear to be missing information, the cause is likely that you have items included in the PO that do not have dimension 1 set in your database. Here is an example of a PO Approval Email that is ...How do I create a Purchase Order?
This video will demonstrate how to create a Purchase Order Purchase Orders Purchase Orders are used when placing orders for stock that you need from a particular vendor. You might send this directly to your vendor or to your purchasing department. ...
Recent Articles
Yellow Dog/Agilysys Integration Overview
This document will provide an overview of the Yellow Dog Agilysys Spa & Golf integration Integration Approach This will be set up as a 2Way – Pulls Sales & Push Items Sales – Pulled from a .txt file 4x daily Codes – Pulled from a .txt file Items – ...Yellow Dog/Book4Time Integration Overview
This document will provide an overview of the Yellow Dog Book4Time Integration Integration Approach This is a 2Way Integration – we present item information and are provided sales information. NOTE: There is no sync application that can be controlled ...How To: Create Interface Codes for Book4Time
This document will review creating new interface codes for the Book4Time Integration in Yellow Dog Software Overview If additional Class, SubClass, Departments, or Brands need to be added to items in Yellow Dog users can create the new interface ...How To: Perform recommended post event tasks
This video will review recommended post event checklists and reportsHow To: Utilize Event Tenders
This video will review how to use utilize event tenders