some changes

Author: lucciz01

support/dynamics-365/supply-chain/procurement/unable-to-cancel-po.md

@@ -1,46 +1,59 @@
 ---
-title: Unable to Purchase Order
-description: Provides a workaround to cancel or request a change to a purchase order that is budget-enabled within the closed period.
+title: Can't cancel a budget-enabled purchase order within the closed period
+description: Provides a workaround to cancel or request a change to a purchase order governed by budget within a closed period in Microsoft Dynamics 365 Supply Chain Management.
 ms.reviewer: shubhamshr
-ms.date: 05/09/2025
-ms.custom: sap:Purchase order procurement and sourcing\Issues with purchase orderss
+ms.date: 05/20/2025
+ms.custom: sap:Purchase order procurement and sourcing\Issues with purchase orders
 ---
-# Can't cancel a Purchase Order that is budget-enabled within the closed period.
+# Can't cancel a purchase order governed by budget within a closed period
 
-## Symptoms
+This article explains how to resolve issues when attempting to cancel or modify a purchase order (PO) [governed by budget](/dynamics365/supply-chain/procurement/tasks/create-purchase-order-governed-by-budget#perform-budget-checking) in Microsoft Dynamics 365 Supply Chain Management, specifically when the associated accounting period is closed or on-hold.
 
-When attempting to cancel or request a change to a purchase order, the system displays the following error messages:
+## Symptoms
 
-Error Message 1: "Budget control is enabled. This purchase order cannot be cancelled as the accounting date period is either on-hold or closed. You can use the purchase order year-end close process to move the purchase order to the next fiscal year or open the ledger calendar associated with the accounting date."
+When you try to cancel or change a PO, you might receive one of the following error messages:
 
-Error Message 2: "A change cannot be made to this purchase order as the accounting period is on hold or closed. You can use the purchase order year-end close process to update the order to the next fiscal year."
+- > Budget control is enabled. This purchase order cannot be cancelled as the accounting date period is either on-hold or closed. You can use the purchase order year-end close process to move the purchase order to the next fiscal year or open the ledger calendar associated with the accounting date.
+- > A change cannot be made to this purchase order as the accounting period is on hold or closed. You can use the purchase order year-end close process to update the order to the next fiscal year.
 
 ## Cause
 
-This behavior is by design and follows the standard behaviors of D365 when cancelling a Purchase Order (PO). Below are the scenarios and steps to resolve the issue.
+This behavior is by design. The ability to cancel or modify a PO depends on the budget check status and the accounting period's status.
 
-- Fiscal Year Example:
-
-  Fiscal Year: April 2023 – March 2024
+For example, consider a fiscal year that runs from April 2023 to March 2024.
 
-## Scenarios When You Can Cancel an Open Order PO
+### Scenarios when you can cancel an open PO
+
+- A budget check isn't performed or failed
 
-- Budget Check Not Performed or Failed: If the PO has not undergone a budget check or if the budget check has failed, you can cancel the PO.
+  If the PO hasn't undergone a budget check, or if the budget check has failed, you can cancel the PO.
 
-- Budget Check Passed but Closed Period is Not the Last Period of Fiscal Year:
+- A budget check is passed and the closed period isn't the last period of the fiscal year
 
-  If the PO has passed the budget check and the closed period is not the last period of the fiscal year, the system will find the next open/available period within that fiscal year.
+  If the PO has passed the budget check and the accounting date falls within a closed period that isn't the last period of the fiscal year, the system will use the next open or available period within the same fiscal year.
 
-  Example: If the PO has an accounting date in December 2023, and the period for December 2023 is closed but January, February, and March 2024 are not closed, you can still cancel the PO without opening the December 2023 period.
+  Example: If the accounting date of the PO is in December 2023, and the period for December 2023 is closed while January, February, and March 2024 are open, you can still cancel the PO without reopening December 2023.
 
-## Scenarios When You Cannot Cancel an Open Order PO
+### Scenarios when you can't cancel an open PO
 
-- Budget Check Passed and Accounting Date Falls in the Last Period of Fiscal Year:
+- A budget check is passed and the accounting date falls in the last period of the fiscal year
 
-  If the PO has passed the budget check and the accounting date falls in the last period of the fiscal year (e.g., March 2024), and the period is closed, you cannot cancel the PO without opening the closed period.
+  If the PO has passed the budget check and the accounting date is in the last period of the fiscal year (for example, March 2024) and that period is closed, you can't cancel the PO unless you reopen the closed period.
 
 ## Workaround
 
-To cancel PO, must open the closed/on-hold period for March 2024 as indicated by the blocking error message.
+To cancel a PO in a closed period, you must reopen the closed or on-hold period. For example, if the blocking error message indicates that the period for March 2024 is closed, follow these steps to reopen it:
+
+1. Navigate to **General ledger** > **Ledger setup** > **Ledger calendars**.
+1. Find the ledger calendar for the fiscal year and accounting period of the PO.
+1. Change the status of the closed or on-hold period (for example, March 2024) to **Open**.
+1. Cancel the PO.
+1. After cancellation, return to the ledger calendar and set the period back to its original status (for example, closed or on-hold.)
+
+> [!NOTE]
+> It's recommended to perform this operation during non-business hours to minimize the risk of other users creating records in the reopened period.
+
+## More information
 
-It is recommended to open the period during non-business hours to minimize the risk of other users logging into the system and creating records in the closed period.
+[Fiscal calendars, fiscal years, and periods](/dynamics365/finance/budgeting/fiscal-calendars-fiscal-years-periods)
+[]

support/dynamics-365/supply-chain/toc.yml

@@ -132,6 +132,8 @@
       href: procurement/vendor-rebate-not-cumulated.md
     - name: A product receipt voucher number is consumed even when not generating a voucher
       href: procurement/voucher-number-consumed.md
+    - name: Can't cancel a purchase order within a closed period
+      href: procurement/unable-to-cancel-po.md  
     - name: Can't delete a purchase order line after it's confirmed
       href: procurement/purchase-order-line-deletion-restriction.md  
     - name: Can't add a line to a purchase requisition after requesting a change