Discontinuing a Standing Order Renewal

You may have purchase orders that you have renewed for years, but do not want to renew anymore. You can discontinue renewing an entire PO line or individual quantities on the line. You can discontinue renewing PO lines with the Discontinue button on the List Renewal Candidates window, during the renewal process.

Discontinuing a purchase order is not the same as canceling a purchase order. When you discontinue a purchase order, you are choosing not to renew the standing order—not canceling the existing order. Discontinuing is also different from canceling in that discontinuing does not affect budgets or print a discontinue notice for your vendor. (For more information on canceling purchase orders, see Canceling Items.)

Effects

Horizon marks the PO lines you choose as not eligible for renewal.
Horizon does not update any budgets.

To discontinue a standing order renewal

1 If you are renewing orders and you see orders that you do not want to renew anymore at the List Renewal Candidates window, highlight the standing orders you want to discontinue renewing. (For more information on renewing orders, see Renewing Standing Orders in a Batch.)

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

2 Click Discontinue to display the Discontinue PO Line window:

3 Enter the quantity you want to discontinue renewing in the Quantity field.
4 Enter any notes for internal use in the Internal Note field.
5 Click OK.

If you highlighted multiple lines, Horizon displays the next line in the Discontinue PO Line window, along with the notes you entered for the last discontinued order.

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

Horizon discontinues the lines. You can display the date the lines were discontinued by clicking Display in a PO’s List Item Detail window and choosing Discontinued.

When Horizon displays the list of renewal candidates again, you can display the discontinued quantities for each line by clicking Display on the List Renewal Titles window and choosing to display the Discontinue Quantities field.

7 Notify your vendor that your are discontinuing the standing order.

Note: If necessary, you can undo a discontinued order and renew the order. (For more information on undoing a discontinued order, see the next task “Undoing a Discontinued Order”.)

 


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