Amending Purchase Orders

To amend a Purchase Order click on the CP Orders option on the Purchasing menu:

Then select the CP Amendment menu option:

The Purchase Order Amendment form will be displayed:

This form allows you to search for and select the required Purchase Order to be amended.

The drop-down options to the right of the Purchase Order No, Supplier Code or Short Name and Product Code or Short Description field contain the following options

• Begins: The search should only include items that begin with the criteria added to the field.
• Contains: The search should only include items that contain the criteria added to the field.
• Ends: The search should only include items that ends with the criteria added to the field.
• Match: The search should only contain items that match the criteria added to the field.

The Requisition Id field also contains equals to, greater than or less than options/

Add the relevant search criteria to the fields on the form as required.

Clicking on the  button will remove any search criteria added, the fields will revert to their default values allowing you to add fresh search criteria.

Click on the  button and a Grid will be displayed at the bottom of the form with Purchase Orders that meet the search criteria - if no search criteria is added all available Purchase Orders will be displayed in the Grid:

Select the required Purchase Order by clicking on the link in the PO Number column:

The details of the Purchase Order will then be displayed:

The details of the Purchase Order can be amended as follows:

• Details on the line can be changed by clicking on the  button located at the end of the line.  The form that will be displayed will depend on the type of Product that was added that is being edited.

This is further detailed in the Editing Purchase Order Lines section.

Where there has been a change to the value of the Purchase Order, the amount of the change will be displayed in the Change column on the line:

• An attachment can be added to the line by clicking on the attachment  button located near the end of the line.
• A new line can be added by selecting the type of line in the  drop-down field and then by clicking on the  button.  A form will then be displayed but will be dependant on the Type of Line selected.

This is further detailed in the Adding Purchase Order Lines section.

Where a new item is added to the Purchase Order a new Line will be added:

• The remaining fields in the bottom section of the field can all be amended, if required:

An attachment can also be added to the Purchase Order by clicking on the attachment  button within this section.

The following buttons are also available at the bottom of the form:

• :  Clicking on this button will open the Funds Check Details screen where funds can be checked.  This screen is further detailed in the Funds Check Details section.
• : Clicking on this button will remove any changes made to the Purchase Order, allowing you to revert back to the original Order.
•  : Click on this button to go back to the previous screen where you can select another Purchase Order from the Grid.  Any changes made to the Purchase Order will be lost.
• : Click on this button to confirm the changes made to the Purchase Order.  The Purchase Order Amendment Conformation form will be displayed:

If the amendment needs to be approved the following message will be displayed near the top of the form:

The following buttons are available on this form:

• : Clicking on this button will open the Funds Check Details screen where funds can be checked.  This screen is further detailed in the Funds Check Details section.
• : Click on this button to go back to the previous screen.
• : Click on this button to confirm the changes.  If approval is required a message will be displayed stating that the amendment has been sent for approval.  Approving Purchase Order amendments are detailed in the Approving Purchase Order Amendments section.