Delete/Cancel Purchase Order
To delete a drafted purchase order, follow these steps:
1. Enter the document and select the bin icon.
2. Confirm by clicking on Yes.
You will see a confirmation message :
Or you can just delete them from the Search results of this window by clicking on context menu and Delete. Make sure that this document is still as Draft or else you will not be able to delete it.
In this example, we selected a Completed document, as you can see, it cannot be deleted since Cirrus disables it from performing any further steps:
In order to cancel any completed purchase order that is directly related to any material reception, users must cancel the completed material reception document by clicking in Document action and setting it as voided in Material Receipt window (Cirrus will create a counterpart document automatically which cancels out the original document).
Document context menu also allows you to :
b. Copy this document information. Creates a new one with the same data.
c. View Report. View and download purchase order report.
d. Send by e-mail. Send purchase order report to any given email. Only for completed orders.
e. Material receipt. Takes you to Material Receipt window, creates a drafted material reception document. Only for completed orders.
f. Invoice supplier. Takes you to Invoice (Supplier). Only for completed orders.
2. Material Reception
After the purchase order has been received by their service unit, you can complete the process in Material Receipt window: