This Wizard provides a ‘Cancel PO’ Template which enables you to cancel existing PO Headers, Lines, Shipments and Blanket Releases.
Examples of instances where ‘Cancel PO’ can be used:
1. Cancel Purchase Orders which are not received or partially received and are no longer required.
2. Cancel Purchase Orders prior to a certain date.
3. Supplier is not meeting the delivery date specified on the PO.
4. Any other reason of non-compliance of the requirements of the PO.
Important: ‘Cancel PO’ is a non-reversible process. Once the document is cancelled, it cannot be reversed.
The PO_Document_Control_PUB.control_document procedure provides the ability to cancel Purchasing documents directly through an API.
From the Purchase Order Wizard ribbon click the ‘Select Wizard Mode/Template’ button and from the ‘Mode’ dropdown select the 'Cancel PO' option:
- Click the 'Create New' button to create the 'Cancel PO' Template and click ‘OK’ to close the form.
- Download the desired records.
- Double-click on a cell in either Header, Line Release Information, Line Information or Shipments to invoke the 'Cancel PO' window for the applicable section.
- From the 'Action' LOV, select a Cancel Action and Cancel Reason.
- Print Flag at the Header is used to print purchase order after cancellation.
- Cancel Requisition – if ‘Yes’ is selected, requisition lines associated with the cancelled purchase order header, line, shipment, or release are cancelled.
Otherwise, requisition lines associated with the cancelled purchase order header, line, shipment, or release are not cancelled and are returned to the requisition pool.
- Note to Supplier – Enter a note to supplier to appear on the document.
- Click the ‘Upload’ icon and select ‘Upload Selected’ to update the appropriate statuses in Oracle.
Note:
1. If cancelled at Header level, the associated Lines and Shipments are cancelled and closed by default.
2. If cancelled at Line level, the Shipments are also cancelled and closed.
3. If cancelled at Shipments level, only the Shipment is cancelled and closed.
4. If only one line exists and you cancel the associated shipment, Oracle will close the PO line.
5. ‘Cancel’ fields will default to ‘No’ if no value is selected. Enter ‘Yes’ in the relevant ‘Cancel’ columns.
Cancel Header
The ‘Cancel PO Header’ form appears as follows:
Enter the details directly into the form and/or select from the list of values provided (if applicable).
A read only column ‘Document Type’ has been included to PO Close, Cancel PO & Change API worksheets to identify PO type when downloading.
Cancel Lines
The ‘Cancel PO Line’ form appears as follows:
Enter the details directly into the form and/or select from the list of values provided (if applicable).
Cancel Line Release
Details can be entered directly onto the worksheet or the user can double-click in the ‘Line Release Information’ section on the worksheet to open the ‘Cancel PO Release’ form:
Cancel Shipments
The ‘Cancel PO Shipments’ form appears as follows:
Enter the details directly into the form and/or select from the list of values provided (if applicable).
Click here to watch ‘Cancel PO’ functionality.
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