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Cancel an order or delete a draft RFQ

Cancel an order you no longer need and keep the record, or delete a draft RFQ for good.

Purchase 6 steps 1:54 video Purchase - User (Own Documents) or Manager
Where to find it PurchaseOrders

Before you start

Cancel an order before any goods are received. If goods are already in, return them instead: see Return goods to a vendor.

Steps

  1. Open Purchase, search for the order and click it. Its status is Confirmed.
  2. Open the actions menu (the three dots next to the number) and click Cancel.
  3. A box asks you to confirm. Click Yes, cancel. The status changes to Cancelled.
  4. A cancelled document stays on file. Reset to Draft in the same menu brings it back if you cancelled by mistake.
  5. A draft RFQ that nobody needs can be deleted for good. Open it, open the actions menu and click Delete.
  6. Click Delete in the box that asks you to confirm. The RFQ is removed and cannot be brought back.

Important

Delete is only offered for a draft that has never been confirmed, and it cannot be undone. When in doubt, use Cancel: the record is kept and shows in the list as Cancelled.

Tip

Need to change an order instead of stopping it? See Correct a confirmed purchase order.

What happens next

Raise a new order if you still need the goods: Create a purchase order.

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