Concepts

Tasks

Settings

Canceling a Purchase Order Line

You can cancel a purchase order line and select one of four ways to resolve the purchase demand: by closing the demand, marking it as not purchased, preparing a Request for Quotation, or moving the demand to a new purchase order.

To Cancel a Purchase Order Line

1.	Open the purchase order containing the line you wish to cancel and select the Lines view.

2.	Select the purchase order line, right-click, and select Cancel PO Line. The Cancel PO Line dialog appears.

3.	Select how you want to resolve the purchase demand:

Setting Name

Description

Close the demand, a new PO line is not required

APM cancels the line in the purchase order and removes the demand from the work order or requisition.

Mark the demand as not purchased

APM cancels the purchase order line and leaves the demand on the work order or requisition so that it will be purchased.

Prepare a RFQ

You can create a new RFQ or add the purchase demand to an existing RFQ. Create a new RFQ: Select this option to create a new RFQ document for this purchase demand. Add the demand to an existing RFQ: If you know that an RFQ exists, you can select this option and click Browse to select the RFQ. Note that for an RFQ to be compatible, it must meet the following criteria: • It must be a direct-purchase RFQ • The status must be “in planning” • You must be the buyer on the RFQ • The site must be a site that can own RFQs and can own supplier resources

Include all suppliers of the demand’s resource

Select this option to have the system automatically add suppliers identified as supplying the resource (i.e., a supplier-resource exists) to the candidate suppliers list.

Purchase the demand on a new PO

You can choose to create a new purchase order by selecting a supplier, or you can add the line to an existing purchase order that you select. Alternatively, you can link the demand to an existing purchase order and line, as long as the demand is not charged to inventory.

4.	When you have supplied all the required options, click OK. In the list of purchase order lines, the line you cancelled will be scored through.