Closing and cancelling a PO

Closing and cancelling a PO

Closing and cancelling are two different actions for two different situations.

Close a PO

Use Close PO when stock has been partially received but you do not expect the rest. Closing finalizes the PO at whatever quantities have already been received.

• Available on partial and sent POs.
• Does not change any inventory levels.
• Records the close action in the PO history.

Cancel a PO

Use Cancel when the PO should not be fulfilled at all — for example, you sent the wrong PO, or the supplier cannot fulfill it.

• Available on draft, sent, and partial POs.
• If stock has already been received against a cancelled PO, that inventory stays at the location — cancelling does not reverse a prior receipt.
• Records the cancel action in the PO history.

Delete a draft

Drafts can be deleted entirely from the Delete button on the PO header. This is different from cancelling — a deleted draft is gone from the system. Only drafts can be deleted; once a PO has been sent, you must close or cancel it instead.