9.2 Update Existing Purchase Order

Purpose: Use this document as a reference for making changes to an existing purchase order in ctcLink.

Audience:  Purchase Order maintainers

You must have at least one of these local college managed security roles:

  • ZD Accounts Payable Inquiry
  • ZD Purchasing Inquiry
  • ZZ Purchase Order Entry
  • ZZ Purchasing Approval

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

Update Existing Purchase Order

Navigation: Purchasing > Purchase Orders > Add/Update POs

  1. The Purchase Order search page displays. Select the Find an Existing Value tab.
  2. Enter Business Unit.
  3. Enter PO ID. Optional to add additional search criteria.
  4. Select the Search button.
  5. The Maintain Purchase Order page displays.
  6. In the Lines section, select the Add a New Row [+] icon.
Maintain Purchase Order page
  1. The Enter number of rows to add window displays.
  2. Enter the number of rows you'd like to add.
  3. Select OK.
Enter number of rows to add window
  1. The Enter number of rows to add window disappears. A new, blank row appears in the Lines section. Enter valid field values for:
    1. Item.
    2. PO Qty.
    3. Price.
  2. Select the Schedule icon.
Purchase Order page
  1. The Schedules page displays. If you want you can change the ship to details otherwise leave default.
  2. Select the Distributions/Chartfields icon.
Schedules page
  1. The Distributions for Schedule 1 window displays.  Adjust Chartfields as necessary.
  2. Select OK.
Distributions for Schedule 1 window
  1. The Distributions for Schedule 1 window disappears. Select Return to Main Page link.
Schedules page
  1. The Purchase Order page displays.
  2. Select the Save button.
Purchase Order page
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

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Video Tutorial Via Panopto

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