Deleting PO-Linked Order Lines (Pending Approval)

Overview

R2 restricts the deletion of order lines that are linked to a Purchase Order (PO) when the PO is in Pending Approval status. This prevents changes to purchase orders that are currently under approval.

Deleting an Order Line linked to a Pending Approval PO

1. Open the Order.

2. Select the order line that is linked to a Purchase Order.

3. Click Delete.

4. R2 checks the status of the linked Purchase Order.

5. If the Purchase Order is in Pending Approval status, the deletion is restricted.

6. An error message is displayed indicating that the order line cannot be deleted while the Purchase Order is pending approval.

Deleting an Order Line linked to a Non-Pending Approval PO

1. Open the Order.

2. Select the order line linked to a Purchase Order.

3. Verify that the linked Purchase Order is not in Pending Approval status.

4. Click Delete.

5. A confirmation prompt is displayed.

6. Click Yes to confirm.

7. The order line is deleted.

Deleting an Order Line linked to an Approved PO

1. Open the Order.

2. Select the order line linked to a Purchase Order.

3. Verify that the linked Purchase Order is Approved status.

4. Click Delete.

5. A confirmation prompt is displayed.

6. Click Yes to confirm.

7. The approved order line is deleted.

Changing the Quantity of an Order Line linked to a Pending Approval Purchase Order

1. Open the Order.

2. Select the order line linked to a Purchase Order.

3. Modify the Quantity value.

4. R2 displays a confirmation message indicating that the linked Purchase Order cannot be updated.

5. Click OK to continue.

Changing the Quantity of an Order Line linked to a Purchase Order

1. Open the Order.

2. Select the order line linked to a Purchase Order.

3. Modify the Quantity value.

4. R2 displays a confirmation message indicating that the linked Purchase Order may be updated.

5. Click Yes to continue.

6. The quantity is updated on both the Order and the linked Purchase Order.