When you try to delete a purchase order, does the following message appear?
Here’s how to remove it with ease.
Important
Before deleting a purchase order, please take note of the following:
- You must have a profile with permission to delete purchase orders. Please contact your Aidi account administrator if this is not the case.
- The purchase order status must either be In preparation or Waiting for approval. If the purchase order is Approved, additional steps are required. (see below)
- All payment requests, invoices and contractual changes linked to the purchase order must be deleted first. Please contact your Aidi account administrator if necessary.
Delete Purchase Order
In preparation or Waiting for approval status
- Go to the Components section of the purchase order and delete any related components.
- Delete the purchase order using the garbage can at the top right of the page.
Approved Status
When the purchase order is in Approved status, you must first ensure that no invoices, payment requests or contractual changes are associated with the purchase order. If this condition is met, the button Send back for approval will be visible.
- In an approved purchase order, click on the Send back for approval button.
- Then, as for a purchase order in preparation status, delete all related components in the Purchase order components section.
- Click on the garbage can to delete the purchase order.
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