How to reverse a purchase order and correct stock on hand (SOH) counts

1. On the top ribbon, click the PO module.
2. On the bottom ribbon, click Mode/Receive.
3. On the bottom ribbon, click Find PO.
4. In the PO Details section, select Closed PO’s.

Note: If you need to search for the PO. that you want to reverse, enter additional criteria in the PO Details section.

6. Highlight the PO, and then click Open. The Receive PO tab will appear.
7. To view the entire PO, click Displaying All.
8. Confirm that this is the correct PO.
9. On the bottom ribbon, click Process.
10. Click Undo Receiving.
11. To adjust the SOH counts for items that were received from this PO, click OK.

Notes:

• In the History Viewer, the Undo Receive field will show the changes in quantity for the inventory SOH. All received quantities will be subtracted from the SOH counts.
• The reference margin calculations do not change the quantity on order, average costs, or retail prices.
• If a client is using the PO transfer feature of our accounting integrations (QuickBooks, Sage, Dynamic GP), they can now reverse a received PO with manager approval. The client must also remove the transferred PO/vendor bill in their accounting software.