Steps in the screenshots correspond to the numbers in the headings.
There are times when, forever reason, you may need to cancel a line in a Posted PO. Once you have been notified that this is the case, here are the steps you should follow to cancel the line.
1. From the main menu in the client, go to Purchasing > Purchase Order.
2. Search for the PO number.
As a best practice, you should expand the red chevron in the search field and enter the PO number in the text field.
3. Click on the bottom panel to load.
4. If your PO has many lines, you may want to hit F11 to collapse the header so you can see all the lines.
The header is now collapsed. All you can see are the lines.
5. Find the line you need to cancel.
In this case, line 4 is a duplicate, so we want to cancel it.
6. Check to see that the PO line status is Posted.
If it says something else, please discuss this with your Purchasing Supervisor
7. Check to see that the Finance Locked is UNCHECKED.
If it is checked, you should not progress with this transaction without discussion with Accounting and the Purchasing Manager.
8. Click the cancel checkbox for the appropriate line and SAVE. This can be done using the Control + S shortcut or by hitting F11 and bringing back the Header.
9. The line status switches to Canceled.
10. In the header, you have made a change to the total price of the PO, so it needs to go through the approval process again. Note that the Status at the top of the center column of the header now says CHANGE ORDER.
If a PO is in change order, the sites will not be able to receive against it until it is posted again.
11. The Approval Status is back to Pending. Click on the drop-down and change it to submitted. You must click SAVE.
12. This kicks off another escalation. Click on that tab.
13. Change the Approval Status from Pending to Approved.
14. Click SAVE or use the Control + S shortcut.
The Approval Status in the header goes to Approved.
15. Click Post in the Header.
16. The PO header now says Posted again, and the lines will be able to be received.
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