You can delete or cancel a Purchase Request based on its current status.
1. If the PR is saved as a Draft and has not been finalized
You can delete the PR.
Go to Expense Tracker → Purchase Workflow → Drafts. Locate the required PR, click on View, and then click on Delete to delete the draft.
2. If the PR is finalized and sent for approval:
Once the PR is finalized and sent for approval, it cannot be deleted. However, if the PR is still awaiting approval, you can cancel it.
Go to Expense Tracker → Purchase Workflow → Unapproved PR, open the relevant PR, and select the Cancel option.
3. If the PR has been approved:
Once the PR is approved, it cannot be deleted or cancelled.
Author: Sumanth