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Prerequisites
  • A submitted Purchase Order (PO) must already exist
  • PO permissions must allow the user to Amend or Cancel and Amend records

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Steps to Amend a Purchase Order

1

Locate the Submitted PO

  1. Go to Buying > Purchase Order
  2. Filter or search for the submitted PO you want to amend
  3. Open the PO record
2

Cancel the Original PO

Direct editing of submitted documents is not allowed. You must cancel the PO first.
  1. On the PO form, click the Cancel button
  2. Confirm the cancellation
Review carefully before canceling. Once canceled, the PO cannot be used for receipts or payments.
3

Amend and Save as New Revision

  1. After canceling, click Amend
  2. A new PO will open, labeled as Amended from [PO-0001]
  3. Make the necessary changes:
    • Item quantities
    • Unit prices
    • Delivery dates
    • Payment terms
  4. Click Save and Submit