This article outlines a clear, step-by-step process ‘edit’ a Purchase Order Line Item
PURPOSE
This function enables authorized users to edit a Purchase Order (PO) line item in Sync. If the need to amend the units or price is required, then users will need to use this function to make the necessary amendments.
KEY BENEFITS
- Enables accurate and up-to-date purchase order details
- Ensures alignment between procurement records and vendor agreements
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. Click on the ‘PO Line Item’
9. Click on the ‘Pencil Icon’ to edit the line item
10. Within the PO item window, check and amend the relevant fields
- Description
- Unit Cost
- Units
11. Click ‘Close’
ADDITIONAL NOTES
Ensure to change the status of the Purchase Order (PO) back to the relevant status, e.g. Approved or Issued. An amended PO Report must also be sent to the Vendor after any amendments have been made.
NB. For a quick tutorial watch below