We won an Opportunity, and it created a sales ticket in our Post Sale queue. We also created a purchase order, ordered everything, and then received it. Then the customer changed their minds. Is there any way for me to change the purchase order once we have received it?
- Autotask PSA
You can cancel the receipt of the purchase order to remove the items from your inventory. To do so:
Navigate to the Shipped tab at Inventory → Delivery & Shipping
→ Delivered and cancel the delivery.
- Navigate to the Ticket, Contract, or Project Charge and Un-Pick the item through the Edit Charge window. Doing so will remove the charges associated with the purchase order.
- Then, navigate to Autotask menu → Inventory → Purchase Orders → Search → Context (Action) Menu, and click Receive / Cancel Receipt of Purchase Order.
- Enter a negative number in the Now Receiving field.
- Click Save.
Once you have canceled the receipt of the purchase order, you can delete it. The charges will be returned to Purchasing & Fulfillment, where you can order again. If you do not intend to continue with the order, you will have to cancel or delete them separately.