How To: Changing an Existing Purchase Order (04-01)

Overview

This tutorial describes how to make changes to an existing purchase order.

Step-by-Step

Click image to enlarge.

  1. In the ‘P/O #’ field, enter the number of an existing purchase order. Or click the search button to the right of the field to look one up.
    IMPORTANT: You cannot access or make changes to a purchase order that has been received through Receiving Entry (04-11), but not yet updated through Rec. Register/Update (04-12). This includes POs that have been only been partially received. Depending on the changes being made, you will need to either reverse the received lines or update the received lines. For a partially received order, once Update is run, you will be able to access the P/O and make changes to the unreceived lines.
    IMPORTANT:IMPORTANT: You cannot access or make changes to a purchase order that has been received in full and updated through Rec. Register/Update.

  1. The purchase order information displays. Make any necessary changes to the fields on the Vendor tab.

  1. Click the Comments tab.

Click image to enlarge.

  1. Change or delete existing comments or add a new one.

  1. Click the Detail tab.

    2. Click image to enlarge.
    1. To make changes to an item already on the purchase order:
      1. At the bottom of the screen, click the line number for the item you want to change.
      2. The item information appears in the middle of the screen. Make the necessary modifications.
      3. Click the ‘Update’ button.
    1. To add a new line to the order, complete Steps 17-32 of the Creating a Purchase Order tutorial.
    1. To change the Anticipated Receiving Date for all unreceived lines at once:
      1. Click the ‘Antic Date’ button.
      2. Click ‘Yes’ at the ‘This will change the Anticipated Date on all lines that have not been received. Do you want to continue?’ prompt.
      3. Enter the new Anticipated Receiving Date or select it from the calendar.
      4. Click ‘Accept.’
    1. To change the Ship To Branch for all unreceived lines at once:
      1. Click the ‘Ship To’ button.
      2. Click ‘Yes’ at the ‘This will change the Ship-To Branch on all lines that have not been received and that are not attached to O/P or W/O. Do you want to continue?’ prompt.
      3. Enter the new Ship To Branch or select it from the calendar.
      4. Click ‘Accept.’
        NOTE: The Ship To Branch will not be changed for customer orders or workorders that are attached to the PO.

    1. When all changes have been made to the purchase order, click ‘Done.’
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