Reverting a purchase order (PO) is useful when adjustments are required. This process allows you to change the PO's status from received back to not received, automatically updating the inventory levels to reflect this change.
Note: A purchase order can only be reverted if it hasn't entered a closed inventory period.
If you accidentally receive all or some items on the PO, or you need to send items back to a supplier, you can revert a Received or Partially received PO. You will also need to revert a PO if you want to edit any details of the done PO.
How to revert a purchase order
You can revert a received PO from the Buy screen or on a PO card. If you've only received some of the PO's items, reverting will revert the status for all items. You can't partially revert a PO.
Navigate to the Buy screen → Done table.
Find the PO and click on it to open it.
Inside the PO, find the 3 dots and select Revert all.
Your inventory levels will update automatically.
Related stock movements
Reverting a Received PO reverts the inventory levels for items in the PO.
In stock quantity will decrease
Expected quantity will increase
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]