Prerequisites
Ensure you have permission to view and edit purchase orders/requests.
You must have a draft Request/PO.
Step-by-Step Instructions
Step 1: Access the Document
Navigate to the Purchase section on the left-hand side.
Open the Orders tab to access the Orders module.
Click on the draft PO number to open the document.
Step 2: Navigate to the Line Item Section
Scroll to the line item section within the document.
Step 3: Scroll to the Right
Use the scroll bar to move to the right side of the screen.
Step 4: Delete Line Items
Click the trash icon to remove a line from the document.
OR
To delete multiple lines at once, check the box next to each line item and click "Bulk Delete."
FAQs & Troubleshooting
What if I accidentally delete the wrong line item?
You will need to manually re-enter the deleted line item.
Double-check the items before deleting to prevent errors.