Prerequisites
Before you begin, ensure you have the following:
Access to Purchase Orders (PO) in ProcureDesk.
Permission to cancel orders.
Step-by-Step Instructions
Step 1: Open the Order
Log in and navigate to the orders page.
Click on the order number (#) of the order you wish to cancel.
Step 2: Cancel the Order
Under the "Actions" menu, select "Cancel Order".
Step 3: Enter Cancellation Comments
Enter comments explaining the reason for canceling the order.
If it is a partial cancellation, select the specific lines you want to cancel. The line items will show as canceled on the PO.
Step 4: Confirm Cancellation
After entering the comments, click on "Cancel" to finalize the cancellation.
Step 5: Verify Order Status
The status of the order will be updated to "Cancelled" only if all the line items are canceled.
FAQs
What happens to existing transactions related to the canceled order?
Existing transactions will remain unchanged. The canceled order will not affect previous transactions, but no new transactions can be made against it.
Can I reverse a cancellation if it was done by mistake?
No, once an order is canceled, it cannot be reversed. You will need to create a new order if needed.