Prerequisites
Ensure you have permission to view and edit purchase orders/requests.
You have a draft PO.
Step-by-Step Instructions
Step 1: Access the Document
Log into your ProcureDesk account.
Navigate to the Orders section and, open the Orders module.
Click on the draft PO # to open it.
Step 2: Go to the Line Item Section
Navigate to the line item section within the document.
Step 3: Scroll to the Right
Use the scroll bar to scroll to the right side of the screen.
Step 4: Delete the Line
Click on the trash icon to delete the line from the document.
OR
In case you want to delete multiple lines, check the box against the line items and click on the Bulk Delete option.
FAQs and Troubleshooting
What happens if I delete the wrong line item?
You will need to re-enter the line item manually. Double-check the line items before deletion to avoid mistakes.