Procedures

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Update PO Details

Often times you become aware of Purchase Order Item details – such as courier information and purchase ETA / ship / actual ship dates – only after you initiate the Purchase Order

1. Go to the Purchase Order (“PO”) record
2. The PO header Status and the number of Items on the PO with same information to be updated simultaneously will determine which method you choose to update the PO Item details
   • For a PO in DATAENTRY header Status only, you have two options:
     1. Edit the Line Item directly, i.e.
        • • In Edit mode, go to PO Line Items > Details sub tab
          • Enter / edit the purchase details, e.g. Courier, Waybill, Vendor Order Reference Number, ETA, Estimated Ship date, Ship date

         

     2. Or  follow the instructions in the next paragraph below.
   • For a PO in DATAENTRY header Status, or processed beyond DATAENTRY status:
     • • Go to PO Line Items tab
       • Select and highlight the row(s) you wish to update with same information – multiple rows may be updated simultaneously with the same information
       • Select the PO Line Items tab > Extended Menu option you wish to update:
       • “Set Courier / Waybill,” “Set PO ETA Date,” “Set PO Est. Ship Date,” “Set PO Ship Date”

      

3. Repeat the above as necessary until all the PO Item details are updated according to your needs