The Delete Receipt feature is now available in the Warehouse portal. This allows users to remove an existing receipt and restart the receiving process from the beginning.
Delete Receipt Availability
Enabled Delivery
When the Delivery feature is enabled: The Delete Receipt action is available only for receipts with Open status and Awaiting Delivery.
Distribution Center
Disabled Delivery
When the Delivery feature is disabled: The Delete Receipt action is available only for receipts with Open status and Completed.
Distribution Center
Worksheet Scoreboard
The Delete Receipt button is only visible when the Receiving Worksheet is opened via the Worksheet Scoreboard.
Enabled Delivery - Awaiting Delivery Status
Disabled Delivery - Completed Status
Receiving Worksheet
Enable Delivery - Awaiting Delivery Status - Open Receipt
Disable Delivery - Completed Status - Open Receipt
Delete Receipt
Action Button
The Delete Receipt action opens a dialog with a required comment field where you must enter a reason for the deletion.
Comments will be available in the audit history.
Confirmation Prompt
A confirmation prompt will appear with the message:
“Delete Receipt?”
The prompt includes:
- A Yes/No option to choose your action
- A confirmation button to finalize your selection
Selection Results:
- Yes: Confirms and completes the deletion
- No: Cancels the action and returns you to the worksheet
Steps to Delete the Receipt
Steps to Delete the Receipt
- Click the Delete Receipt action.
- In the dialog, select Delete Receipt.
- Click Yes in the confirmation popup to complete the process.
The video also demonstrates how both the Worksheet Scoreboard and the To Receive Scoreboard appear after the receipt is deleted.
Receiving Worksheet After Deletion
Once a receipt is deleted, the Receiving Worksheet header will show a Deleted work status, and a corresponding deleted transaction status badge will appear on the header.
Worksheet Scoreboard After Deletion
After a receipt is deleted, the Worksheet Scoreboard shows a Deleted status in both the Work Status and Deliveries columns. If a new receipt is reprocessed, it appears in the Worksheet Scoreboard alongside the deleted receipt.
The Receipt column is hidden by default, but you can add it to the grid to view the receipt number associated with the purchase order, along with its status badge.
To Receive Scoreboard After Deletion
Selecting Delete will:
- Move the worksheet back to the To Receive scoreboard.
- Remove the existing receipt record.
- Reset the workflow to the initial receiving stage.
