Delete a Purchase Order or Purchase Order Lines Version

Contents

Overview

The application allows you to delete a purchase order as long as it has not been authorized. The system maintains a record of purchase orders that have been deleted, along with PO notes and system notes for each.

Security

To access organization, department, or asset location data, the organization, department, or asset location must be included in your data profile.
Purchase order deletion is controlled by the role object "Purchasing." The setting must be All to delete purchase orders.

To delete a PO:

1. From the Materials Management main Contents, select Purchasing > Purchase Orders (by PO) or Purchase Orders (by Create Date).
   The list of POs ordered by PO number or by create date (as you selected) appears.

2. Locate the PO that you wish to delete on the list.
   
   
3. Next to the PO, click Menu > Delete. The system asks you to confirm that you wish to delete the PO.
   
   
4. Select a Reason Code Dlt (the reason that you are deleting the PO) from the prompt (...) and click Submit.
   The PO is deleted.

To delete PO lines:

You can delete lines on a PO (even if the PO is authorized) unless there are receipts for the PO (canceled or regular). If the PO has been authorized, it remains authorized, even if you delete all its lines.

1. From the Materials Management main Contents, select Purchasing > Purchase Orders (by PO) or Purchase Orders (by Create Date).
   The list of POs ordered by PO number or by create date (as you selected) appears.

2. Locate the PO of interest on the list.
   
   
3. Click the pencil icon to edit the PO.
   Lines for deletion are on the PO Lines list at the bottom of the Purchase Order tabbed panel.

4. You can use either of two methods to delete lines on the PO Lines list:
   - Click the above Menu to use Quick Delete. See Quick Delete Method.
   - Or, find the line(s) that you wish to delete. Next each line, select Menu > Delete.
   The system warns you that you are about to delete a line.

5. Click Delete. The line is deleted.

To view deleted POs:

From the Materials Management main Contents, select Purchasing > View Deleted POs.
The list of purchase orders that have been deleted appears.

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