Edit Purchase Order Details

Purchasing allows the editing of assigned products related data within a purchase order.  Not all fields can be modified at all times. The following are the various ways an existing purchase order's product related details can be modified.

Edit Purchase Detail Information

This allows the Administrative Administrator to modify portions of the funding information assigned to a product on a purchase order.  It does not matter what status the respective purchase order and/or the respective product within the purchase order is.

  1. Click on , on the top navigation bar.

  2. Filter the Purchasing grid to locate the respective purchase order.

  3. Click on the respective purchase order's row.  The grid expands.

  4. On the Products tab, locate the respective product.

  5. Click on Edit, located on the product's row.  

  6. Update the desired product information.

  7. Click on save.PNG Save.

Edit a Product Number that has not Shipped

This allows the Administrative Administrator to modify product number assigned to a product on a purchase order that has no shipped items.

1.      Click on , on the top navigation bar.

2.      Filter the Purchasing grid to locate the respective purchase order.

3.      Click on the respective purchase order's row.  The grid expands.

4.      On the Products tab, locate the respective product.

5.      Click on Edit, located on the product's row.  

6.      Enter the correct Product Number or search for the product number.

7.      Click on save.PNG Save.

Edit a Product Number that has Shipped

This allows the Administrative Administrator to modify product number assigned to a product on a purchase order that has at least one item shipped.

1.      Click on , on the top navigation bar.

2.      Filter the Purchasing grid to locate the respective purchase order.

3.   Click on the respective purchase order's row.  The grid expands.

4.   On the Products tab, locate the respective product.

5.   Click on Edit, located on the product's row.  

6.   Click on  Edit, located next to product number. The Edit Product window opens.

7.   In the Select Product section, under Select a New Product, enter the correct Product Number or search for the product number.

8.   Click  Next. The Product Name field populates.

9.   Verify Product Name is correct, then click  Manage Custom Fields.

10.   Resolve any custom field conflicts identified in the Custom Fields section, then click  Final Confirmation.

11.   In the Confirmation section, a  success or  failure icon appears next to any assigned Custom Fields.

Note: If there are conflicts, you will need to resolve the conflicts by assigning the custom fields of the Current Product to the custom fields of the New Products.

12.   Click  GO. The Edit Confirmation window opens.

13.   Click OK.

Edit a Product's Ordered Quantity or Received Quantity

This allows the Administrative Administrator to modify the Quantity Ordered and/or the Received Quantity count for an Open product on a purchase order. These quantities can be modified until a tag is received to a site. They cannot be accomplished if the Tags Received count is greater than zero.

  1. Click on , on the top navigation bar.

  2. Filter the Purchasing grid to locate the respective purchase order.

  3. Click on the respective purchase order's row.  The grid expands.

  4. On the Products tab, locate the respective product.

  5. Click on Edit, located on the product's row.  

  6. Update the desired quantity information.

  7. Click on save.PNG Save.

Remove a Product from a Purchase Order

This allows an Administrative Administrator or Site Administrator to remove an Open product on a purchase order. A product can be removed from a purchase order until a tag is received to a site. They cannot be accomplished if the Tags Received count is greater than zero.

  1. Click on , on the top navigation bar.

  2. Filter the Purchasing grid to locate the respective purchase order.

  3. Click on the respective purchase order's row.  The grid expands.

  4. On the Products tab, locate the respective product.

  5. Click on Delete, located on the product's row.  The screen refreshes and the product is removed from the purchase order.  

 

Delete a Purchase Order Shell

This allows an Administrative Administrator or Site Administrator to remove a purchase order where there are no purchase order lines.

1.     Click on , on the top navigation bar.

2.     Filter the Purchasing grid to locate the respective purchase order.

3.     Click on  Edit on the respective purchase order's row.  The grid expands.

4.     Click on Delete, located on the product's row.  The screen refreshes and the purchase order is removed.  

NOTE:

To edit the Purchase Date, Purchase Price, and/or Funding Source assigned to a specific tag with an Source of Initial, use Bulk Edit.