Non-supported ReleaseNon-supported Release
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Editing Purchase Orders

A purchase order is a means to provide a list of items, quantity, pricing, billing, and shipping specifications to a vendor for item purchases. Purchase orders are used internally to record purchases and provide billing, shipping, item quantity, and costing details. Purchase orders have no impact on the general ledger and do not impact inventory quantities available until received.

If PO revision tracking is turned on, you can edit a purchase order that has been locked, received, or sent without the system automatically canceling the remaining items on the existing PO, or incrementing the purchase order revision number. This feature makes it possible for you to:

Generate a blank purchase order within e-automate to obtain the purchase order number for web order entry.

Return to the purchase order in e-automate and add the items you ordered from the vendor.

Allow e-agent’s Inventory Management task to run and add items to unlocked purchase orders.

Getting to the TransactionGetting to the Transaction

From the Purchasing menu, select Purchase Orders to open the Purchase Orders window.

Basic InformationBasic Information

Double-click the purchase order from the list to be edited. The Edit Purchase Order window opens.

If you are making a change to a PO that is Locked, Received, or Sent, click the Full Edit checkbox at the bottom of the window to activate the fields.
Note: You can only void a purchase order invoice during a full edit if no payments are applied to the invoice. If a payment has already been applied, you must reverse the payment before voiding the purchase order invoice.

Make the appropriate changes.

Completing the TransactionCompleting the Transaction

Click [OK] to save the changes to the purchase order.