How to amend a Purchase Order
The most important feature of an amendment is the requirement to remain with your original assigned PO ID although you are changing existing and possibly already approved information.
In order to be able to amend a purchase order you have to be given access to do this, if you do not already have access to amend a PO then please contact your project admin on your DPO project and they can adjust your user permissions for you (Admin > Users > Can Amend)
Once you have been given permission to amend PO's then click onto the PO you would like to amend. You will find the amendment button on the upper right side of the detailed Purchase Order view.
Once you have confirmed your intention to amend the system will bring you back to the interface where you usually create Purchase Orders. You can either add new items or edit the existing items.
*Note, on most PO books a comment will be required when ammending a PO. The admin can switch this of by Admin > P.O Settings > uncheck 'Require Comment when amending'
Once you have made the changes click on the 'Send' button and this will generate the prompt message to say that your Purchase Order has been listed.
As you can see the system has kept the main purchase order ID but added a revision number.
If you need to amend a PO more than once then we have made it simple for you to keep the overview. Click onto the PDF button of your revised Purchase Order.
The system automatically merges the most recent revision whilst also including all previous versions into one document, this way you have the complete history of the Purchase Order form summarized in one PDF.
Related Articles
How to void a Purchase Order
In order to be able to void a purchase order you have to be given access to do this, if you do not already have access to amend a PO then please contact your project admin on your DPO project and they can adjust your user permissions for you (Admin > ...How to view a Purchase Order
The View P.O's section is a powerful tool that provides you with the complete overview of all Purchase Orders. You can either look at your own Purchase Orders, review all Purchase Orders or do your search by department or suppliers. You are able to ...How to approve a Purchase Order
In order to approve Purchase Orders you will firstly have to be setup with an approval level. The project admin of your DPO project can add you into the approval chain or adjust your approval level. Once logged into the DPO project select on the ...Incorrect date format on Purchase Order PDF
If the date format/ time is incorrect when viewing a Purchase Order as a PDF then have the admin go to Admin > PDF Settings Once in PDF settings the admin can change the language and the time zone that is displayed on the PDF like shown below: ...How to create a Purchase Order
In order to create a Purchase Order on DPO you will have to be setup on the DPO project as a user. If you are not already a user then please contact the project admin on the DPO project so they can set you up. Once you have access to the DPO project ...