This article outlines a clear, step-by-step process to amend a product purchase order on Sync.
PURPOSE
This function allows authorized users to amend a product purchase order (PPO) before it is issued to a supplier. Edits may include changes to dates, delivery details, quantities, or costs. Once a PPO is issued, any changes require re-issuance to the vendor. Permissions are required to set the PPO status to “Editing” and to modify line item details.
KEY BENEFITS
• Flexible Order Management: Easily make changes to PPOs before issuing.
• Improved Accuracy: Avoid errors by updating delivery dates, quantities, or pricing.
• Vendor Communication: Ensures vendors always receive the correct version of the PPO.
• Role-Based Access: Prevents unauthorized changes through permission controls.
FOLLOW STEPS BELOW:
1. From the Sync Homepage, Click on 'Search'
2. Select 'Product Purchase Orders'
3. Apply relevant filters and capture a search criteria e.g. PPO#
4. Click ‘Search'
5. Click ‘Select’
6. Click on ‘Status’
7. Select ‘Editing’
8. Amend the relevant fields within the ‘PPO Details’ e.g. Due Date, Ship Date or Ship To Address
9. Double Click on the PPO Line Item/s and amend the relevant fields e.g. Description, Units, Price
10. Click on Status once amendments are made, Select Approved then Issued
ADDITIONAL NOTES
Ensure changes are made before issuing the PPO to the supplier.
If a PPO is already issued, send an amended PPO after edits.
Only users with appropriate permissions can edit or approve PPOs.
NB. For a quick tutorial watch below
