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- Search desired purchase order on grid
- Click on
to delete the purchase order. - Click on "Delete" to confirm the deletion.
Repair Purchase Order
The Repair option allows you to change the purchase order date, vendor and/or item account code if the PO does not have any payments posted against it. An advantage of using the repair option (instead of edit) is that it will also update any associated invoices and payables. Changes for each tab/option are processed separately so the current tab you are working with, when you click 'Update', is the change that will be made. A downloadable summary of the results will be provided when processing is complete.
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Repair option adheres to existing posting period rules. For example: If the PO date is January 2021 but January is closed, it must be re-opened in order to use Repair. |
Account
When the Account tab is selected, you have the ability to change the account on one or more PO charges. Click the 'From Account' drop down to display the accounts currently tied to the PO. It will then display the items on the PO that contain the account. Check the item(s) you want to change and enter the account you want to change them to on 'To Account'. If you want to change all items, you can click on the top checkbox to select all. Click 'Update' to make the changes or 'Cancel' to cancel out of this option.
Once 'update' is complete, a Change Result box displays containing the PO charges that were updated to the new account. If you want an output file of the changes that took place, click on 
to generate a ChangeResult PDF report. Otherwise, you may click 
to close out of the change result box.
ChangeResult.PDF
Vendor
When the Vendor tab is selected, you have the ability to change the vendor on the PO. Enter the new vendor in 'To Vendor' or use the drop down to select a vendor. Click 'Update' to make the change or 'Cancel' to cancel out of this option.
Once 'update' is complete, a Change Result box will be displayed containing the vendor changes. If you want an output file of the changes that took place, click on to generate a ChangeResult PDF report. Otherwise, you may click to close out of the change result box.
ChangeResult.PDF
Date
When the Date tab is selected, you have the ability to change the date on the PO. Enter the new date in the 'To Date' field or use the date icon. Click 'Update' to make the change or 'Cancel' to cancel out of this option.
Once 'update' is complete, a Change Result box will be displayed containing the date changes. If you want an output file of the changes that took place, click on to generate a ChangeResult PDF report. Otherwise, you may click to close out of the change result box.
ChangeResult.PDF
More Information on Purchase Order
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