9.2 Cancel Line on PO

Purpose:  Use this as a reference to cancel a line item(s) on an existing Purchase Order (PO) in ctcLink.

Audience:  Finance staff.

You must have at least one of these local college managed security roles:

  • ZD Accounts Payable Inquiry
  • ZD Purchasing Inquiry
  • ZZ Purchase Order Entry
  • ZZ Purchasing Approval

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

Cancel Schedule/Line on a PO

Navigation: Purchasing > Purchase Orders > Add/Update POs

  1. The Purchase Order search page will display. Enter the Business Unit and other search criteria options to locate the Purchase Order (PO).
  2. In the Lines section on the Details tab select the details icon.
Lines section, select the lines detail icon
  1. The Details for Line XX page displays. Select the cancel icon (red 'X').
Details for Line X displays
  1. A message confirmation window displays confirming of the action. Select the Yes button to cancel the line XX for this purchase order or No button to return to the Details for Line XX page.
confirmation message to cancel line(s)
  1. If there's associated requisitions tied to this Purchase Order, you will receive a message regarding re-sourcing to a Requisition. Select the appropriate action by selecting the Yes or No button.
confirmation message ot resource line
  1. Once you've taken the appropriate action on the second question, you will see that the line Status now shows as 'Canceled'.
Status has been updated to canceled

The Budget Check process will need to be to be re-run.

  1. The Budget Status will have changed to 'Not Checked'. Select the Budget Check icon.
  1. There will be a change order reason for making changes that are being tracked. Enter a reason and select the OK button.
Enter reason for cancellation and select ok
  1. As the line(s) have now been canceled, the PO will need to be re-dispatched. Select the Dispatch button.
select the dispatch button
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video. - coming soon!

View Tutorial Via Panopto

View the external link to Checking Purchase Order Document Status. This link will open in a new tab/window. . - coming soon!


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