How to Cancel, Stop, and Close PO’s?

This will help you in understanding steps to Cancel, Stop, and Close PO’s 

How to Cancel PO? 

Step 1: Open Marketing Purchase Order app
Step 2: Go to ATL or BTL POs
Step 3: Click on the action button of the PO and select “Cancel PO” option

Step 4: User gets a confirmation message, User needs to click on “OK” to cancel the PO

Step 5: User gets a confirmation to re-use the estimate or job linked to the PO

Step 6: If user selects Yes then estimate and job can be reused or the job and estimate will get cancelled with the PO

Step 7: User gets a success message saying PO has been cancelled and user can download the Cancelled Copy of the PO from the system

How to Stop PO?

Note: Only Approved PO’s can be stopped

Step 1: Open Marketing Purchase Order app
Step 2: Go to ATL or BTL POs
Step 3: Click on the action button of the PO and select “Stop PO Operation” option

Step 4: Enter the Stop operation value and a valid reason, then click on OK to stop PO operation on the entered amount limit. User cannot consume more than the stopped limit amount

Step 5: User will receive a Success message

How to Close PO?

Note- Only Approved PO’s can be Closed

Step 1: Open Marketing Purchase Order app
Step 2: Go to ATL or BTL POs
Step 3: Click on the action button of the PO and select “Close PO” option

Step 4: User will get a confirmation message to close the PO

Step 5: If the User clicks on “Yes” then the PO gets closed and no further consumptions can be done against it also user gets a successful message