Edit / Cancel Purchase Order – A summary of the activity

This activity allows you to modify or cancel the purchase order. The “Select of Purchase Order” page allows you to select the purchase order for modification. You can also cancel the purchase order in this page. The “Edit Purchase Order” page allows you to modify the purchase orders, which are in “Fresh” status.

Getting familiar with the pages inside

What you can do in this activity

Cancel purchase order

Modify the purchase order details

Modify terms and conditions of the purchase order

Modify schedule and distribution details

Modify tax, charge and discount details at the part and document level

Modify inspection details for the purchase order

Enter shipment details for the part

Modify the user-defined details

Modify reference document details for the purchase order

Cancel purchase order

You can carry out a search for purchase orders and cancel selected purchase orders. Once cancelled, the purchase order cannot be used in any transaction. Only purchase orders, which are in “Fresh” status, can be cancelled.

• Use the “Select Purchase Order” page, to provide search criteria and select a purchase order for cancellation.

• Click the “Cancel Purchase Order” pushbutton, to cancel the selected purchase orders.

The system updates the status of the PO to “Cancelled”.

Modify the purchase order details

• Use the “Edit Purchase Order” page, to modify all the details pertaining to the purchase order.

Modify terms and conditions of the purchase order

You can modify the payment terms and conditions, insurance details and delivery terms and conditions for the parts to be purchased.

• Use the “Edit Terms & Conditions” page, to modify the terms and conditions for the purchase order.

Modify schedule and distribution details

You can modify the delivery schedule for those line items whose schedule type is multiple. You can modify the various supply dates and the quantity of parts that needs to be supplied. You can also modify the warehouses where the parts need to be delivered.

• Use the “Edit Schedule & Distribution” page, to specify the delivery schedule for the parts in the purchase order.

Modify tax, charge and discount details at the part and document level

You can modify the TCD details such as the duty, sales tax, discount and freight charges for the various parts in the purchase order. You can modify the details for all those tax, charge and discounts which are effective as on the purchase order date. You can also modify the TCD details for the purchase order as a whole. Tax and charge add to the basic value of the purchase order while discount reduces the basic value.

• Use the “Edit Part TCD Details” page, to modify the tax, charge and discount details for the various parts in the purhcase order.

• Use the “Edit Document TCD Details” page, to modify the tax, charge and discount details for the purchase order as a whole.

Modify inspection details for the purchase order

You can modify the mode of inspection required for the parts purchased. The inspection of the part can be carried out by the buyer or by any other external resource.

• Use the “Edit Inspection Details” page, to modify the mode of inspection for the parts.

Enter shipment details for the part

You can enter the shipment details such as the company, name, contact person, phone, fax and email address to where the goods has to be delivered.

• Use the “Edit DropShip Details” page, to specify the shipment details of the part.

Modify the user-defined details

You can modify the user-defined details of the purchase order.

• Use the “Edit User Defined Details” page, to modify the user defined details of the purchase order.

Modify reference document details for the purchase order

You can modify the reference document details of the purchase order such as the document type, document number and file name.

• Use the “Edit References” page, to modify the reference documents for the purchase order.