This article outlines a clear, step-by-step process ‘delete’ a Product Purchase Order. 

 

PURPOSE

This function enables authorized users to permanently delete a Product Purchase Order (PO) in Sync. While deletion is possible, it is recommended to change the PPO status to ‘Cancelled’ if the PPO 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 Product purchase orders.
  • Controls System Accuracy: Maintains a clean and accurate PPO 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 Product Purchase Orders

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

4. Click ‘Search

5. Click ‘Select’

6. Click on ‘Status’

7. Select ‘Editing’

8. Click on the ‘PPO 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 Product Purchase Orders.

Deleted PPOs cannot be recovered, and the PPO number will no longer be valid.

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

 

NB. For a quick tutorial watch below