How to: Edit/Close/Clone a PO

Editing Purchase Orders

Step 1: Click PURCHASE ORDERS on the left navigation. 

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Step 2: Click on the PO you would like to edit.

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PO is Uncommited/Open

After clicking on the PO:

Step 1: Click EDIT.

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Step 2: Make necessary changes and click SAVE.

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Once a PO is fully approved and the status is Uncommitted/Open, all fields on the PO are editable.

 

PO is Partially Used

After clicking on the PO:

Step 1: Click EDIT.

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Step 2: Click REISSUE from the Actions drop down menu for the partially used detail line.

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Step 3: The detail line will close and there will be a new line created. Make necessary updates to the line showing as New.

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Step 4: Update the Total Amount Due in the Summary section.

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Step 5: Click SAVE.

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Open detail lines within a partial PO can be edited, but if a line shows a status of partial, it always needs to be reissued in order to change the account and amount.  Only the description in the Summary section can be edited on a closed PO.

Closing/Voiding Purchase Orders


To Close/Void a PO:

Step 1: Click PURCHASE ORDERS on the left navigation. 

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Step 2: If the PO is uncommitted, click VOID from the Actions drop down menu.

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If the PO is open or partial, click CLOSE from the Actions Drop down menu.

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Cloning Purchase Orders

Step 1:Click PURCHASE ORDERS on the left navigation. 

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Step 2: Click CLONE from the Actions drop down menu.

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Step 3: Make changes if needed then click SUBMIT. The PO will now go through the approval flow.

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A closed detail line of a PO can also be cloned to create a new open line in the PO by clicking on the PO then click EDIT and click CLONE PO Detail Line from the Actions drop down menu. A new line will be created to edit and save. The PO will not require additional approval.

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