This article outlines a clear, step-by-step process to amend a raw material purchase order on Sync. 

 

PURPOSE

This function allows authorized users to amend a raw material purchase order (PO) before it is issued to a supplier. Edits may include changes to dates, delivery details, quantities, or costs. Once a PO is issued, any changes require re-issuance to the vendor. Permissions are required to set the PO status to “Editing” and to modify line item details.

 

KEY BENEFITS

  • Flexible Order Management: Easily make changes to POs before issuing.
  • Improved Accuracy: Avoid errors by updating delivery dates, quantities, or pricing.
  • Audit Readiness: All changes are tracked with comments for transparency.
  • Vendor Communication: Ensures vendors always receive the correct version of the PO.
  • Role-Based Access: Prevents unauthorized changes through permission controls.

 

FOLLOW STEPS BELOW:

 

1. From the Sync Homepage, Click on 'Search'

2. Select 'Purchase Orders'

3. Apply relevant filters and capture a search criteria e.g. PO#

4. Click ‘Search'

5. Click ‘Select’

6. Click on ‘Status’

7. Select ‘Editing’

8. Amend the relevant fields within the ‘PO Details’ e.g. Due Date, Ship Date or Ship To Address

9. Double Click on the PO Line Item/s and amend the relevant fields e.g. Description, Units, Price

- Note that if the units or price is amended you must add a ‘Comment’

10. Click on Status once amendments are made, Select Approved then Issued

 

ADDITIONAL NOTES

Ensure changes are made before issuing the PO to the supplier.

If a PO is already issued, send an amended PO after edits.

Only users with appropriate permissions can edit or approve POs.

 

NB. For a quick tutorial watch below