Modifying a Purchase Order
Process
This job aid describes the process to modify a Purchase Order (PO).
To modify a Purchase Order, follow the steps below:
Use Global Search by Page Code to open a page
On the Global Search bar, click the drop-down.
Check the Page Code check box:
In the Global Search bar enter: PO
2. Search for a Purchase Order Transaction
Enter a Department Code in the Transaction Dept. field.
Enter the Transaction ID into the ID field
Select Search.
Select the ID for a Purchase Order submitted to final to modify.
3. Modify the Purchase Order
In the 3-dot menu, located in the upper right section of the screen, select Primary Actions > Modify
Modify the information as needed.
Select the Header tab.
In the Transaction Defaults section, select a new shipping location from the Shipping Location pick list.
Select the 3 dot menu located on the right side of screen next to the Attachments button.
In the Related Actions section, select Ship/Bill To Lines
This will update the ship/bill on the commodity lines.
Select Save.
Navigate to the Commodity tab and change information as needed.
Select a Commodity Line.
Change the amount and/or quantity as needed.
Click Save.
Select Recalculate Accounting Lines from the tab level Related Actions menu.
4. Document the Reason for the Modification to the Purchase Order
Select the Header tab and go down to the Modification section.
Enter the reason for the modification in the Reason for Modification field.
Select Save.
5. Validate and Submit
Validate and Submit transaction.
