Rejecting a Purchase Order

You must have the appropriate security authorization to Reject a Purchase Order. For purchase orders Waiting for Authorization the user must be authorized to authorize or reject the purchase order but did not create the purchase order. For purchase orders that are On Order, the user did not create the purchase order.

Once rejected, you cannot reopen the purchase order.

To open a purchase order:

1. From anywhere in IntelliDealer, navigate to Financial Management > Accounts Payable > Purchase Order.

   The Purchase Orders screen appears.

   Purchase Orders screen

   

2. Search for a purchase order by selecting a status relevant to your search. For example, use either On Order or Back Order for receiving a purchase order and use Waiting for Authorization when Authorizing a purchase order. Fill out any other fields in order to narrow down your search. Then click Go >>.

   The Purchase Orders screen refreshes listing the generated search results.

3. Move the cursor over the PO Number and select Edit from the pop-up menu.

   Selecting a Purchase Order for edit

   
   

   The Purchase Order General tab appears.

   
   

 

To reject the purchase order:

1. Click the Reject button.

   The Reject screen appears.

   
   

2. Enter a reason why the purchase order was rejected in the text box.

3. Click Save.

   The Purchase Order General tab appears, listing the date the purchase order was rejected and the ID of the user who rejected the order.

   Purchase Order General tab

   
   

Security: 603 - PO System

Revision: 2024.01