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Datto Autotask PSA: How can I change a purchase order that has been received?

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Question

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 it has been received?

Environment

  • Datto Autotask PSA

Answer

You can Unreceive the Purchase order to remove the items from your inventory. To do so:

  1. Undeliver or ship the items.
  2. 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
  3. Then, navigate to Autotask menu → Inventory → Purchase Orders → Search → Context (Action) Menu, and click Receive / Cancel Receipt of Purchase Order.
  4. Enter a negative number in the Now Receiving field.
  5. Click Save.

Once the entire Purchase Order has been un-received you can delete it. The charges will be returned to Purchasing & Fulfillment to be ordered again. If you do not intend to continue with the order, you will have to cancel or delete them separately.


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