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How to delete a line from a Request or a Purchase Order?
How to delete a line from a Request or a Purchase Order?
Updated over 3 months ago

Prerequisites

  • Ensure you have permission to view and edit requests/purchase orders.

  • You have a draft request/PO.

  • Make sure you are on the "Standard" side of ProcureDesk.

Step-by-Step Instructions

Step 1: Access the Document

  • Click on the draft Request or 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.

FAQs and Troubleshooting

  1. 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.

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