This article outlines a clear, step-by-step process ‘delete’ a purchase order. 

 

PURPOSE

This function enables authorized users to permanently delete a Purchase Order (PO) in Sync. While deletion is possible, it is recommended to change the PO status to ‘Cancelled’ if the PO was created in error or is no longer needed. This preserves a record for audit purposes.

 

KEY BENEFITS

  • Removes Invalid Records: Clean up duplicate or erroneous purchase orders.
  • Controls System Accuracy: Maintains a clean and accurate PO register.
  • Permission-Based: Only authorized users can perform deletions, reducing risk.
  • Supports Compliance: Option to use 'Cancelled' status for audit-friendly traceability.

 

FOLLOW STEPS BELOW:

 

1. From the Sync Homepage, Click on Search

2. Select Purchase Orders

3. Apply relevant filters and capture a search criteria e.g. PO#

4. Click ‘Search

5. Click ‘Select’

6. Click on ‘Status’

7. Select ‘Editing’

8. Click on the ‘PO Line Item’ 

9. Click on the ‘Red X’ to delete the line item

10. Click on ‘Delete’ within the PO Header

 

ADDITIONAL NOTES

Only users with role-based permissions can delete purchase orders.

Deleted POs cannot be recovered, and the PO number will no longer be valid.

Consider setting the PO status to ‘Cancelled’ instead for better audit tracking.


NB. For a quick tutorial watch below