Deleting a Purchase Order After Posting

Note: The following steps are for deleting a purchase order if it has not been fully or partially received or invoiced. To delete (cancel) a purchase order that has been fully or partially received or invoiced, complete the steps for cancelling a purchase order line item within the Purchase Order Inquiry option.

Steps to Cancel a Purchase Order Line Item within Purchase Order Inquiry

From the Accounts Payable screen, select the Data Entry menu and then Purchase Orders.
Select the desired batch of purchase orders for which to continue working with by double-clicking on the desired batch description, or if needed, create a new batch.

Steps to Complete Batch Options for Purchase Orders

The Purchase Orders screen will appear for the selected purchase order batch. The description for the selected batch will appear in the title bar.
Enter the purchase order number for the purchase order to delete in the Purchase Order Number field.
After advancing from the Purchase Order Number field, a message will appear stating that the purchase order has already been posted and asking if it should be moved to the current batch; click Yes to move the purchase order into the current batch. If the purchase order was previously expensed using the Expense Outstanding Payables option during the end of fiscal year process, the message will also indicate to complete manual journal entries in General Ledger because the expensing entries will not automatically be updated with any changes made to the purchase order.

Note: A purchase order that has been fully or partially received or invoiced cannot be brought into a batch for deletion.

Once the purchase order to delete is displayed on the screen, click the Delete button; when prompted to delete the record, click Yes.

Note: For organizations with K12Docs, any documents added for the purchase order from within the School Accounting System (or Web Link, if applicable) using the Add Document button are also deleted from K12Docs at this time.