Duplicating and deleting a purchase order

Both actions are in the three-dot menu at the top right of a purchase order. Both need the Create / Edit / Delete Purchase Orders permission; without it, they are greyed out.

Duplicating an order

1. Open the purchase order you want to copy.
2. Select the three-dot menu at the top right.
3. Select Duplicate PO.
4. Confirm in the Duplicate Purchase Order dialog. The new order opens.

The copy is a new Draft with its own number, dated today. It takes the same supplier, products, quantities, prices and taxes, the same currency and conversion rate, Ship To Warehouse, Incoterm, Payment Term and notes. It has no expected delivery date and no shipping cost, and nothing received, invoiced or paid. Check it, then request approval as for any order.

A line whose product has since been deleted is left out of the copy, and a message names the products left out. Duplicate PO is greyed out when the supplier has been deleted.

On the Free plan, an order in another currency cannot be duplicated: the dialog shows a plan note instead.

Deleting an order

1. Open the purchase order.
2. Select the three-dot menu at the top right.
3. Select Delete this PO.
4. Confirm in the Delete Purchase Order dialog.

Deleting an Approved order also needs the Approve Purchase Orders permission; Approve Own Purchase Orders does not cover it. Without it, or when the order's year is locked, Delete this PO is greyed out. Hovering over it on a computer says why.

Deleting cannot be undone: the order, its lines and its shipment record are removed. If the order had ever been approved, the people who created it, asked for its approval and approved it are notified that it was deleted, unless that is you. Products that this order took off the Reorder List go back on it.