Updated on December 3, 2024
POs with a Confirmed by Supplier status can be deleted in the Orders tab of the Buyer role. Deleting a PO is permanent and cannot be reversed by users.
Before deleting a PO, please ensure that the order has not been submitted to the supplier. If the order has been submitted to the supplier, please ensure that the supplier has not processed the PO. In the event that the supplier has processed the PO, but confirms cancellation, users should consider cancelling the PO. For more information regarding cancelling POs, please visit:
How to Cancel a Part or Service Line in a Confirmed PO
In Buyer role, select the Orders tab:
Complete a search for the PO using the search bar:
If no results appear after completing a search, adjust the Date Range and try another search:
Ensure that the correct PO has been located. Select Delete in the Actions column:
A Confirmation window appears:
Add a cancellation reason. Then select from the following and Submit:
No Req, No Cart – completely deletes the PO as well as the Requisition and cart associated with the PO.
Make Req active in My Reqs – The PO is deleted and the PO number is no longer assigned/removed. The requisition moves to the My Reqs tab of the Buyer. It can be returned to the Requisition Queue (Buyers’ Queue tab) and Owned via the Action column to assign a new PO number and re-process as a new order.
Make Cart active for Requester – The PO and requisition are deleted, and the original cart contents are created as a new cart for the original Requester. The requester can locate the new cart on their Dashboard > My Carts to submit as a new requisition.
A success message will appear at the top right corner of the screen:
Once deleted, the PO will no longer appear when querying for an order; however, users can check off Include Deleted Items to the left of the Date Range to display deleted POs:
Deleted POs will appear in pink:
Other Notes
When attempting to delete a PO, users that are the original Requester for the PO will not be able to delete the PO as a Buyer.
In the example below, Mary Leung is the user that submitted the PO as the Requester. Mary will not be able to delete the PO as a Buyer:
When attempting to delete the PO in the Buyer role, Mary will receive an error message:
Another user with the Buyer role can delete the PO. If another Buyer is not available to delete the PO, the user can cancel the PO by updating all lines in the PO to $0. More information can be found in the link below:
How to Cancel a Part or Service Line in a Confirmed PO (prendio.com)
After cancelling a PO, all lines in the PO have been updated to $0. Users can search for the PO again via the Orders tab. Once found, the user can Force Close the PO by clicking in the lock button in the Actions column:
Remaining balance is $0.00 and Force Close can be found in Actions:
Confirm that the PO should be Forced Closed:
A success message will appear at the top of the screen:
The Status will update to Closed, by Force(Closed) and the icon in Actions will update from a lock to a key:
