Cancel Purchase Order Line Items (June 2nd, 2023)

Derek Torres
Derek Torres
  • Updated

With today's release, PartsLedger is launching the ability to cancel Purchase Order Line Items. If the line items are set as Direct Purchase for Sales Order, once canceled, they will be removed from the associated ServiceTrade Job's 'Parts | Labor | Items' section.

Note: They will still be visible on the associated Sales Order with a quantity of zero.

How This Feature Works

Users can cancel each line item when they have one or more line items on a Purchase Order. 

Note: Canceling will only be possible when no linked stock adjustments exist (So once the item or any other items on the Purchase Order has been received, you can only perform a return and cannot cancel the item.)

  • If canceled, a user can’t do anything with it in PartsLedger or ServiceTrade.
  • Non-canceled line items on the Purchase Order are unaffected and may be modified.
  • If a user chooses to void the Purchase Order at the top of the screen, all line items on that Purchase Order are canceled.

Canceling a Purchase Order Line Item

Note: You can only cancel line items on a Purchase Order while the status is either Issued or Created. Once a Purchase Order is Received or Partially Received, items cannot be canceled and will need to be returned.

  1. Navigate to the Purchase Order where you want to cancel a line item(s).
  2. If the Purchase Order is in Created status skip to the next step. If it is in 'Issued' status Unissue the Purchase Order.
  3. Click the pencil icon to edit the Purchase Order.
  4. Change the Quantity of the line item to zero.
    Cancel
  5. Click Save when done.

The item will no longer appear on the associated ServiceTrade Job.

Before:

Cancel

After:

Cancel

 

Voiding a Purchase Order

If you void an entire Purchase Order, then all items on that Purchase Order are reversed and canceled.
Any line items that are tied to a Sales Order will be removed from the Sales Order and no longer appear on the associated ServiceTrade Job.

See Returns and Voiding Received Items on a Purchase Order article to learn how to Void a Purchase Order.

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