Changing, removing and reversing purchases

Purchases Overview > Changing, removing and reversing purchases

In MYOB Accounting Plus, purchases can be easily changed, removed or reversed. Quotes and orders can be changed or removed at any time. The grouping of line items on a purchase can be changed by inserting a line, deleting a line, inserting a header line or inserting a subtotal line. The ability to change, remove or reverse a purchase depends on the way you set up Accounting Plus. An important point to consider is if your purchase is changeable or unchangeable. If your purchase is changeable, you can make changes to a purchase or remove the purchase altogether from your ledger.

Unchangeable transactions work differently. By reversing an unchangeable purchase, the effects of your original purchase will no longer be part of your ledger; however, a record of the reversed purchase, called a reversing transaction, will remain. Then, if you want, you can enter a new, correct transaction to replace the transaction you reversed. See What are changeable and unchangeable transactions? for more information.

When you remove a recurring template, the template is removed from your list of recurring templates only. Any transactions you recorded using a recurring template you remove won't be affected.

Changing the status of a purchase

The status of a purchase can be changed. If you enter a quote or an order into Accounting Plus, you can easily convert it to a purchase once you're ready to pay your supplier. A quote can be changed into an order or purchase. An order can only be changed to a purchase.

Click below for the step-by-step procedure:

To change a quote or order

To change a purchase

To change a recurring template's name or frequency

To change a recurring template's line items and other information

To convert a quote to an order or purchase using the Purchases window

To convert an order to a purchase using the Purchases window

To insert a line on a purchase

To insert a header on a purchase

To insert a subtotal on a purchase

To delete a line on a purchase

To remove a quote

To remove an order with no payment applied to it

To remove a purchase with no payment applied to it

To remove an order with a payment applied to it

To remove an order with a deposit applied to it, and to enter a refund from the supplier for the deposit amount

To remove a purchase with a payment applied to it

To remove a recurring purchase template

To reverse a purchase

To create a supplier debit for an item purchase when you didn't return all the items that were on the purchase