The vendor has sent back a price change on the 855 on a PO that was for a Part Need for a Task. In looking at the Part Need detail, you can see that the Part Need Status is now "Canceled." The buyer needs to perform the copy function to cancel the line from the PO. In this case, the line will NOT be copied to another PO, as the part need status on the task is canceled.
Steps in the screenshots correspond to the numbers in the headings.
As always, the Buyer is responsible for communicating with the Vendor to ensure it is OK to cancel the PO. In cases where the product has already shipped, it may not be possible to cancel the order.
1. From the Main Menu, go to Inventory > Purchasing > Purchase Order.
2. Enter the PO ID.
3. Click the green magnifying glass.
4. The record loads below.
5. After the Buyer hits POST and the 850 gets sent to the Vendor, the PO Header Status goes to Post Pending.
6. The EDI Workflow is Awaiting Vendor.
7. At the line level, both the Status and the EDI Status are Post Pending.
8. When the vendor sends back the 855 with changes, the PO Header and line status are updated to Post Pending and Awaiting Changes.
9. The Acknowledgment Date is filled in with the Date and Time that the 855 was received.
10. Click on the red chevron before the line number to see the line details.
11. The Vendor is requesting a price change from 159.55 to 165.55.
12. You can see that the Part Need has been canceled off the Work Order/Task.
13. If you needed to confirm this, you could click on the Task ID hyperlink to confirm.
As the part need has been canceled on the Task, the Buyer will NOT be able to copy this to another PO. However, in order to cancel this item, the buyer must follow the Complete Copy process to generate the document telling the vendor it is canceled.
14. Collapse the chevron again.
15. If you try to click the Cancel checkbox in the line you will receive an error message stating that the Part Need Status is Canceled.
16. Click OK.
17. Click the Refresh icon at the top right of the screen.
18. Answer NO to the message that asks if you want to save the changed data first.
By answering NO, the Cancel checkbox will be removed.
19. Click the Complete Copy checkbox.
20. Click Copy.
21. Click YES to confirm the changes.
22. Two confirmation messages will appear in the lower right corner.
23. The second one will show you that Line 1 was not copied as the Part Need was canceled.
24. The PO is now in Change Order Status.
25. Change the Approval Status from Pending to Submitted.
26. Click SAVE.
27. An Escalation is kicked off.
28. Approve the Escalation and click SAVE or CRTL + S.
29. Click Post.
30. Check the Events tab.
31. The final entry will be the 860 being sent to the Supplier.
In this particular case, the PO was never sent to SAP, so this is the last transaction you will see in the events.
32. The PO Header now shows a status of Canceled with the EDI workflow of Changes Processed.
33. At the line level, you will see the Cancel checkbox is checked, the status is canceled and the EDI status is Changes Processed.
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