Reversing Purchase Orders

You can reverse a purchase using the original Purchase Order or with a new Purchase Order.

Reverse a Purchase Order Using the Original

To reverse an order using the original Purchase Order:

1. Open the original Purchase Order and click the Receipt button. The Purchase Order (Supply) window displays.

2. Note the stock quantity in the Receipted field and type this quantity as a negative value in the Receipt Now and Invoice Now fields.

   Note: If you have checked Invoice as Supplied, the quantity from the Receipt Now field is copied into the Invoice Now field.

3. Click Process to reverse the order. The Payment/Entry window displays.

4. Click OK.

5. If the creditor’s account is an Open Item account, the Allocation window displays and you can allocate the refund against the credit note.

Note: If you have checked Include Partly Processed Orders, the order that you reverse is marked as a backorder. You can select the order and remove it from the purchase order system.

The creditor’s account in the Transactions tab now contains a credit.

Reversing a Purchase Order Using a New Purchase Order

To reverse an order using a new Purchase Order:

1. Create an order and enter the same details as the original, but with negative stock quantities.

2. Click the Receipt button and ensure that the Invoice as Supplied and Generate Creditor Invoice options are selected.

3. Select the Enter Payment box if a payment has been entered.

4. Enter the original quantity in the Supply Now box, but as a negative quantity. If the Invoice as Supplied is selected, Exo Business updates the Invoice Now column.

5. Click the Process button. If you selected Generate Creditor Invoices, the Generate Creditor Invoice window is displayed.

6. Click OK.