Canceling PO Line Items

1 Open the purchase order that contains the lines you want to cancel.
2 At the PO window, highlight the PO lines you want to cancel.

You can highlight multiple lines to cancel them one after the other.

3 Choose PO Line, Cancel to display the Cancel PO Line window:

If you receive an error message saying there is nothing to cancel, the purchase order has not been printed or processed for electronic transmission, or the line has already been canceled. If the purchase order has not been printed or processed, you can delete the line instead of canceling it.

4 Enter the quantity you want to cancel in the Quantity field.
5 If there were any spent amounts for the items you are cancelling, you can choose either Credit or Refund to unexpend spent amounts.

If you choose multiple PO lines to cancel, the system uses the option you choose for the first line for all lines thereafter as the default; however, you can change the option for each line.

6 Enter a note to the vendor about the cancellation in the Vendor Note field.

This field lets you explain the reason for the cancellation. (For example, “This item is damaged.” or “This item was ordered by mistake.”) These notes are printed below the canceled line on the cancellation notice you send to the vendor.

This message is printed along with a general cancellation message (if you choose to print it). (For more information about the general cancellation message, see Changing the Cancellation Message.)

7 Enter any notes for internal use in the Internal Note field.

These notes are appended to the notes in the Internal Note field on PO line and are recorded in the PO Line Item History window.

8 Click OK.

If you highlighted multiple lines, the next line appears in the Cancel window, along with the notes you entered for the last cancellation.

9 If Horizon displays another line, update the fields as necessary and click OK. Repeat this step for each line you highlighted.

Horizon cancels the lines. You can now print a cancellation notice to notify the vendor about canceled items.

 


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