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