Correcting Mistakes

Sometimes it is necessary to undo or reverse purchase order transactions for one reason or another. Horizon gives you several options for undoing transactions and correcting mistakes. (For example, you can cancel or delete PO lines, undo order, receipt, and statement activity, and void vouchers.) This section explains how to perform these tasks. It also explains the implications of each action and the effects each has in Horizon’s integrated environment.

Although Horizon gives you the flexibility to make these changes, it also provides checks and limits to avoid the loss of information or the omission of required steps. Beyond these built-in checks, you should also be aware of the effects of each change, as outlined in this section.

You should also keep in mind the policies of your library and those of your vendors. For example, you should be careful about undoing a purchase order if you have already sent it to the vendor. The purchase order is a form of contract that commits the library to pay for the items ordered.

Horizon keeps a record of each change that is made to a purchase order, so you can review the changes as necessary. For example, you can see that a purchase order was ordered, undone, and then reordered. You do this by reviewing the purchase order activities recorded in the PO Line Item History window. (For instructions, see Reviewing History for a PO Line Item.)

Notes

You must undo PO line approval before you do any other purchase order task, if the PO line has been approved. However, you must undo the purchase order before you can undo PO line approval.

For more information, see Undoing an Approval for a PO Line and Undoing a Purchase Order.

You must undo statement approval before you do any other statement task, if the statement has been approved.

For more information, see Undoing an Approval for a Statement.

Undoing a purchase order undoes the order activity for all lines on the purchase order. However, you undo all other activity individually by line. You can highlight multiple lines to undo the activity for more than one line; however, be careful that you do not highlight lines whose activity you do not want to undo.
Purchase orders cannot be deleted. This protects you from losing order information.

For information about correcting mistakes, see these topics:

For instructions on canceling a PO line, see Canceling Items.

This section contains these topics:

 


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