Purchase Order Amendments, also known as Revisions, can be made by anyone in the Requestor and/or Approver roles (Shopper role does not allow for POAs). The POA will route through the same similar approval workflow as a requisition. Reasons for creating a POA could include, changing the price or the quantity on a line item, or adding an additional line on a non-catalog PO. This requires going back to the original non-catalog form that created the requisition for the PO.
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Table of Contents
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Find and Open the Purchase Order
The POA will follow similar approval workflow as a requisition. Search for the PO number you need to change either by navigating to the Document Search page or directly in the Search field at the top of the page.
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Changing the quantity or price of items on the Line Item of the PO requires going back to the Non-Catalog Form, which is described in the next two sections. Also, DO NOT change quantity to zero (or leave blank) as this will create an error during workflow. |
Once you are in the PO, select the Summary tab. You can edit any field where the pencil edit button existsis displayed. In each section that you edit, be sure to click the Save button before continuing.
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After making changes, you will see that the PO Revision No. has a notification stating that there have been edits made since the last revision. To complete your revision, select the 3 dot ellipses menu and choose Finalize Revision.
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Making Line Item Changes
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on a
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Non-Catalog Goods & Services Form
Scroll down to the Line Item Details at the bottom of the PO. If the PO is from a Blanket Order form, as shown in this example, you will only see the product description.
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Scroll down to the Line Item Details at the bottom of the PO. If the PO is from a Non-Catalog Goods & Services form, as shown in this example, it will be clearly indicated as shown here. In the Line Item Details section, click on the Non-Catalog Goods & Services link.
Back in the Form, click on the page you need to update such as Goods or Services.
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Notice the < Back to Purchase Order link in the upper left corner. This is how you will return to your PO after making changes.
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Change the Unit Price or the Quantity in the appropriate field. When done, click on the Save Progress button to save your changes. Then click on the < Back to Purchase Order link in the upper left corner to return to the PO with your new changes.
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Do NOT use the Add to Cart button when editing the Goods & Services Form. Always use the
< Back to Purchase Order link in the upper left corner to return to the PO. Also, DO NOT change quantity to zero as this will create an error during workflow.
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If your item is from a catalog, making item changes such as a dollar amount or quantity change to the PO is NOT allowed. If the item is a Disbursement Voucher no changes are allowed.
Making Line Item Changes to a PO from a Non-Catalog Blanket Order Form
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Adding a Line Item to a PO from a Non-Catalog Blanket Order Form
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Adding a second blanket order to your PO can be as simple as opening your current Blanket Order, making your changes and choosing add to PO Revision. |
Scroll down to the Line Item Details at the bottom of the PO. Blanket Order forms will only display the product description. Click on the Product Description link.
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The Blanket Order window will open up. Make the desired changes to the Blanket Order form. You can change the
Product Description
Blanket Amount, or
The Commodity Code
When done, click Save and then the Close button to close the Blanket Order window.
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Click on the dropdown menu, choose Add to PO Revision.
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