Please note that an order must have a PO number assigned before adjustments can be made. POs in the approval process cannot be adjusted until clearing approvals.
Navigate to the Buyer role and select the Orders tab:
Complete a search for the correct PO using the Filter List:
If the PO cannot be located, please try expanding the Date Range and searching again.
After the correct PO is located, select Edit in the Actions column:
The PO Edit Page will appear with part and or services lines on the order:
Locate any lines where accounting segments require adjustments and update to the correct accounting segment:
Summarize any actions or changes made on the PO via Internal Order Notes located on the bottom right of the page:
As updates have been made to the PO which do not warrant sending the PO back for re-approval, users must submit for an Override to save changes. Select Re-Approve:
Followed by Override:
Add a reason for the Override. Submit when complete:
A brief success message will appear at the top of the PO Edit page indicating the Override is successful and updates have been saved:
Users can navigate out of the PO by selecting the Buyer role tab or back to their Dashboard.