How Do I Cancel an Item on a Purchase Order?

The following is a checklist for entering a Purchase Order cancellation. Ordered items, no longer necessary, can be canceled from the Purchase Order.

  1. Open the Activities>Purchase Orders>Cancel Items form.
  2. Enter a unique Cancellation Number or use the auto-increment feature. (If needed, review the checklist for Setting Up Purchase Orders.)
  3. Enter the Date of the cancellation or accept the default of today.
  4. Select the name of the person canceling the item from the drop-down list.
  5. Select the Vendor ID for the item being canceled.
  6. Select the Purchase Order Number, containing the item to cancel, and click the Display button. Note the content of the Cancelled Items table changes based on whether the items being canceled are Receiving or Skip-Receiving type items.
  7. On the Items Cancelled table, enter either the Amount to Cancel or the number of canceled items on the Quantity to Cancel column.
  8. Enter comments or the reason for the cancellation.
  9. You can print the Purchase Order Cancellation using Print or at the end of the day, select Print All Cancellations .
  10. Click Post.