Cancel Open Purchase Quote

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Cancel Open Purchase Quote

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The Cancel Open Purchase Quote function allows you to cancel all or a number of open purchase quotes in one setting.

 

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Note: You may also cancel open purchase quotes using the Purchase Quote by Vendor function.

 

 

 

To cancel the open purchase quotes using this function, perform the following steps:

 

1.Access the Cancel Open Purchase Quote function from the Quote group in the Transactions menu of the Purchase Order module.

 

2.In the Selection Criteria area, select the conditions that you want to use to filter the open purchase orders. Accept the default values or click the List box button for each field and choose either All, Range or List option. If you choose either Range or List, enter the appropriate values in the adjacent From/To fields for the following criteria:

 

Vendor #

Buyer #

Purchase Quote #

Order Date

 

3.Click the OK button to proceed. Open purchase orders that meets the filter criteria specified are displayed in the grid beneath.

 

4.Select the open purchase quotes that you want to cancel by marking the Cancel checkboxes that correspond to them. The Cancel checkbox is in the far left in the grid. If you want to cancel all or most of the open purchase quotes displayed in the grid, mark the checkbox in the column header and AccountMate automatically marks all the Cancel checkboxes; then, unmark those checkboxes that correspond to the open purchase quotes that you do not want to cancel, if there are any.  

 

5.If you want to review the details of the purchase quote before you cancel it, click the Show (hmtoggle_plus0) button that corresponds to the purchase quote to show the Details tab. The Details tab shows item information, quote quantity and item specification, if any.

 

6.When you are ready to cancel the open purchase quotes you selected, click the Save button; otherwise, click the Cancel button to exit the Cancel Open Purchase Quote function screen without saving the transaction. When you have saved the transaction, a message is displayed informing you about the total number and amount of the open purchase quotes that have been canceled. Click the OK button to close the message box and exit the Cancel Open Purchase Quote function.

 

 

 

See Also

Create Purchase Order and Quotes

Amend or Void Purchase Order/Quote

 

 

 

 

 

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