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
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.