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



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?


  • Datto Autotask PSA


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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