Cancelling or Deleting a Draft or Approved Purchase Order

A Draft and Approved purchase order can be cancelled or deleted before it is at the Received stage using the Delete or Cancel Purchase Order buttons on the PO detail page.

WorkGuru recommends cancelling purchase orders when possible. Cancelling the purchase order will leave the cancelled order in WorkGuru for future reference in the purchase order history while also allowing it to be reverted to draft to make any needed changes before approving it again. Deleting the purchase order will remove it completely.  Note: Deleted purchase orders can NOT be recovered.

Cancelling a received purchase order should be done via a supplier credit note to ensure the accounting system is balanced. It is possible to cancel a received purchase order, but requires additional steps to ensure it is done correctly.