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- A "Pending" PO can only be changed to "Open" status. However, the PO can be deleted from the system if you need to kill the order completely — even if it's been Approved.</li>
- A "Pending" PO can be Approved, at which point the ability to add/edit/delete Equipment is locked. However, since the order is not yet "Open" (the Vendor hasn't received it yet), you can't Receive or Cancel lines, either.*
- There are a couple of optional settings for "Open" POs that affect how it can be edited. Typically, once a PO is "Open", the ability to Add/Edit/Delete Equipment is locked, and you switch to the Receiving phase where you either receive the equipment or cancel it. Once "Open", the equipment can be processed through Receive/Cancel actions.
- An "Open" PO can only be changed to "Closed". It can no longer be deleted from the system. However, once you begin Receiving/Canceling line items, you must finish before closing the order. If no such activity has occurred yet, you can close the untouched order. If you need to close a partially-complete PO because you won't receive any further equipment on it, Cancel the remainder of each line before closing the order.</li>
- Once a PO is "Closed", no further action can be taken on it. You can only open the form to review the information on it.
Purchase Order Form Buttons
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