Line Items from Purchase Orders can be retracted and moved to the Generate Purchase Orders page, where the employee who submitted them can edit and resubmit them to the vendor. Employees will always have access to retract their own purchase order; A Void Transactions permission can be given to another user to retract others' in the company.
Please Note: Line Items cannot be retracted if the purchase order has been placed via PRINT, FAX, b, and Punchout.
This article will show you how to retract a Purchase Order.
Step 1: Go to Purchasing tab.
Step 2: Under the Purchase Orders section, Click Manage Purchase Orders.
Step 3: This is the Manage Transactions page. You can search your Purchase Order by:
- PO Number
- Vendor
- Product Description/SKU
- Amount
- Date Range
Step 4: Click Search.
Step 5: The search results that matched your search will appear under Matching Purchase Order. To retract a purchase order, click Retract.
Step 6: Click the checkboxes to the left of the line items to select them to retract.
Step 7: Enter a Comments field. This is a required field to retract the purchase order.
Step 8: Click Retract Purchase Order.
Step 9: A confirmation message will appear. You will find your retracted purchase order in Generate Purchase Orders page.
