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Purchase Order Amend

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					  Ci QUICK REFERENCE SHEET                      FINANCE ONE



  PURCHASING                  PURCHASE ORDER AMENDMENT


    Objective: To amend a Purchase Order.

    You must first have the appropriate role assigned that allows transaction entry for Purchase
    Requisitions and Purchase Orders.

    Click on the Purchase Orders tab.




    This will activate a
    screen providing
    access to Released
    Purchase Orders.

    In this screen you can
    specify the order to be
    amended, or you can
    use the search criteria
    options to find the
    order.




    Use the Location picklist to specify the location where the
    order originated.




    On the resulting screen, click on the
    applicable location. e.g. CUT for Curtin.




                                                                      Further reference material can be found at -
Last updated 02/08/2007                            1              http://finance.curtin.edu.au/financeone/index.cfm
  Ci QUICK REFERENCE SHEET                      FINANCE ONE



  PURCHASING                  PURCHASE ORDER AMENDMENT
    In the first drop-down of the available search boxes, select Supplier
    Name as the criteria on which to perform an order search.




    In the second drop-down, select “like” as the criteria.




    In the third drop-down, type the beginning of the supplier name, e.g. TECH, to search for suppliers
    names that begin with “tech”.




    Using only a search condition based on supplier name may return too many results.

    You can narrow the search by specifying a date period when the
    order was created.
    Use the second row of criteria to specify another set of conditions for
    the search.
    In the first drop-down select Order Date.




                                                                              Further reference material can be found at -
Last updated 02/08/2007                               2                 http://finance.curtin.edu.au/financeone/index.cfm
  Ci QUICK REFERENCE SHEET                       FINANCE ONE



  PURCHASING                  PURCHASE ORDER AMENDMENT


    In the second drop-down, select “between” to specify the type of date
    search.




    In the third and fourth drop-downs, use the
    calendar drop-downs to specify the start
    and end dates of the date range.




    Then click on retrieve to retrieve a listing of orders that match these criteria




    The resulting screen shows a listing of orders that match the search criteria.




    Highlight the applicable order that you want to amend, by clicking in the row indicator. An arrow will
    appear in the row confirming that row has been selected.

    In the Task Pane, click on Amend Order.




                                                                              Further reference material can be found at -
Last updated 02/08/2007                                3                  http://finance.curtin.edu.au/financeone/index.cfm
  Ci QUICK REFERENCE SHEET                      FINANCE ONE



  PURCHASING                 PURCHASE ORDER AMENDMENT

    This will activate a screen showing all the details of the selected order, so that it can be amended.




    In this example, we want to amend the quantity of goods ordered, and the unit price of the goods.

    Amendments for can be made in the grid Order Lines area, or in the Line Detail area.

    We can change the quantity from 300 to 400 in the Order Line area using the grid.




    We can also change the unit price in this area, or we can use the Line Details area to make the
    change.
    We want to amend the unit price from $10 to $8.




    Press Tab to effect the amended price, and the order total amount changes from $4000 to $3200.




    In the Task Pane, click Save.
    If you have authority to approve the amendments, click
    Approve and Print Amendment or Submit the PO amendment
    for approval by clicking on the Submit for Approval option.




                                                                            Further reference material can be found at -
Last updated 02/08/2007                              4                  http://finance.curtin.edu.au/financeone/index.cfm
  Ci QUICK REFERENCE SHEET                     FINANCE ONE



  PURCHASING                  PURCHASE ORDER AMENDMENT


    A notification window will activate.
    Click OK to proceed.




    A print options window will activate.

    We have selected to print to window.
    This will generate a PDF of the amended order.




    When the amended order has been
    processed, a notification message will activate
    in the lower right of the screen.




                                                                 Further reference material can be found at -
Last updated 02/08/2007                               5      http://finance.curtin.edu.au/financeone/index.cfm
  Ci QUICK REFERENCE SHEET                   FINANCE ONE



  PURCHASING               PURCHASE ORDER AMENDMENT



    Click on the message text to view the PDF of the amended order.




                                                                          Further reference material can be found at -
Last updated 02/08/2007                           6                   http://finance.curtin.edu.au/financeone/index.cfm

				
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