Goal:
- Add additional line items to a PO
- Add Purchase Order item to an existing Purchase Order
- Include an Order Item within the Purchase Order that was missed or forgotten during the original creation of the PO
Steps:
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Navigate to Procure → Purchase Orders from the left-hand navigational menu.
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Locate and select the Purchase Order you want to add additional line items on to.
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Scroll down, and select the Revise P.O button on the right-hand side.
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Within the editing page, select the option to Add Items from Pending Order Items List. This will be below the existing line items, as seen below:
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Within the new window that appears, check the boxes beside the additional item(s) you would like to add.
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Once satisfied, select the Add Item(s) button.
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Make any final edits, and then scroll down and select the Save Purchase Order button.
Additional Information:
- Only users with the assigned Permission to Create & View Purchase Orders will be able to perform the following steps.
- If the Procurement Access feature is enabled within the domain, only users added to the specific Location and Department can make changes to the POs for those locations/departments. Access can be adjusted within each user's Roles & Permissions tab.
- The steps listed are only applicable if the PO is still open, and if the new item being added is within the Procurement List.