{"id":484,"date":"2019-04-16T20:35:01","date_gmt":"2019-04-16T20:35:01","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&p=484"},"modified":"2019-06-04T19:39:09","modified_gmt":"2019-06-04T19:39:09","slug":"revising-a-purchase-order","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/","title":{"rendered":"Revising a Purchase Order"},"content":{"rendered":"

How to Revise a Purchase Order<\/h2>\n
    \n
  1. Go to\u00a0Main Menu>Manage My Inventory>Manage My Purchase Orders>Receive Inventory<\/strong>.<\/li>\n
  2. Select Find & Select<\/strong> a PO\u00a0to locate the purchase order.<\/li>\n
  3. You can produce a list of POs by the applying one or more of the following filters:\n
      \n
    • Select by\u00a0Status<\/strong> (Any<\/strong>, Open<\/strong>, Closed<\/strong>, or Incomplete<\/strong>).<\/li>\n
    • Select by\u00a0Type\u00a0<\/strong>(Any<\/strong>,\u00a0Standard\u00a0<\/strong>or Drop-Ship<\/strong>).<\/li>\n
    • Enter a specific\u00a0PO#\u00a0<\/strong>or range of\u00a0PO#s<\/strong>\u00a0in\u00a0From\u00a0<\/strong>and\u00a0Thru<\/strong>.<\/li>\n
    • You can also enter a date range for when the PO was\u00a0Created<\/strong>,\u00a0Expected\u00a0<\/strong>to be received, or\u00a0Closed<\/strong>.<\/li>\n
    • Or, enter a value in\u00a0Created in Last__Days<\/strong>\u00a0field to search for POs created in that timeframe.<\/li>\n
    • Select a Supplier<\/strong>.<\/li>\n
    • Select a Local SKU<\/strong>.<\/li>\n
    • Select\u00a0Search\u00a0<\/strong>to find a purchase order using other inventory fields as criteria.<\/li>\n
    • You can also enter values in the\u00a0SKU Begins With<\/strong>,\u00a0SKU Includes<\/strong>,\u00a0Name Begins With<\/strong>, or\u00a0Name Includes<\/strong>\u00a0fields<\/li>\n<\/ul>\n<\/li>\n
    • Select\u00a0Begin Search<\/strong>. The program shows the matching list of purchase orders on the right side of the screen. To remove the filter click the\u00a0Clear Search Form<\/strong>. All purchase orders are then displayed in the list.<\/li>\n
    • Select a PO in the list and select\u00a0View PO<\/strong>.<\/li>\n<\/ol>\n\n\n\n<\/colgroup>\n\n\n\n\n\n\n
      \n
      <\/a>View Option<\/h5>\n<\/td>\n
      		\n
      <\/a>Result<\/h5>\n<\/td>\n<\/tr>\n
      Line Items<\/td>\nView the individual items listed on the initial purchase order. These line items may be edited until the PO is “locked.” Once the PO is locked, this option provides a “snapshot” of the original PO placed with the supplier, and the Split, Add, Edit and Cancel buttons are hidden on the Line Items screen.<\/td>\n<\/tr>\n
      Expected<\/td>\nView and edit the quantity of items the merchant expects to receive from the supplier. The information here may or may not match that shown by the line items. This is the actual working area for PO management after the PO has been created and sent, and before you receive your inventory.<\/td>\n<\/tr>\n
      Received<\/td>\nView the quantity of items actually received from the supplier.<\/td>\n<\/tr>\n
      Invoiced<\/td>\nView the quantity of items for which your store has been invoiced by the supplier.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

       <\/p>\n

        \n
      1. Depending on the view, you can select a line item\u00a0on the purchase order and perform one of the following:<\/li>\n<\/ol>\n\n\n\n<\/colgroup>\n\n\n\n\n\n\n
        \n
        <\/a>Line Item Functions<\/h5>\n<\/td>\n
        		\n
        <\/a>Result<\/h5>\n<\/td>\n<\/tr>\n
        Split<\/td>\nSplit one line item from the PO into two line items so you can change the expected cost, quantity, etc., for just a portion of that line.<\/td>\n<\/tr>\n
        Add<\/td>\nAdd a line item or a Received or Expected record to the PO.<\/td>\n<\/tr>\n
        Edit<\/td>\nEdit a line item\u2019s cost, expected date, etc.<\/td>\n<\/tr>\n
        Cancel<\/td>\nCancel the selected line item. This applies only to line items that are not yet \u201clocked\u201d (i.e., expected, received, and invoiced records).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
          \n
        1. \n
            \n
          1. \n
              \n
            • If you select the\u00a0Split\u00a0<\/strong>button, the system divides the selected line item into two line items and displays the Split Purchase Order Line Item dialog box. You can then modify the\u00a0Expected Unit Cost<\/strong>,\u00a0Supplier\u2019s SKU<\/strong>, and\u00a0Date Expected<\/strong>\u00a0and apply it to a portion of the quantity originally ordered.<\/li>\n
            • If you select the\u00a0Add\u00a0<\/strong>button, the system displays the\u00a0Add Purchase Order Line Item<\/strong>\u00a0dialog box. Select a\u00a0SKU\u00a0<\/strong>from the list and enter a\u00a0Qty. Ordered\u00a0and\u00a0Date Expected<\/strong>. You can also edit the\u00a0Supplier\u2019s SKU<\/strong>\u00a0and\u00a0Expected Unit Cost<\/strong>, if necessary. Select the\u00a0Save Changes<\/strong>\u00a0button, and the system adds the line item to the PO.<\/li>\n
            • To edit an item, select it and select the\u00a0Edit\u00a0<\/strong>button. The system displays the\u00a0Edit Purchase Order Line Item<\/strong>\u00a0dialog box. Make your edits and select\u00a0Save Changes<\/strong>.\u00a0Note<\/strong>:\u00a0Editing of drop-ship PO items is limited to the expected costs and SKUs; the quantity ordered cannot be modified. To edit a quantity, you must remove the item from the PO, return to the order, modify the detail record, and then reorder the drop-ship item.<\/li>\n
            • If you select the\u00a0Cancel\u00a0<\/strong>button, the system asks\u00a0if you want to change the quantity for the item so no more records are “expected” and mark it as “closed”. \u00a0Note<\/strong>: If you cancel a line item from the\u00a0Received\u00a0<\/strong>view, the system asks if you want to convert the canceled line items back to\u00a0Expected\u00a0<\/strong>items. This behavior is controlled by parameter\u00a0POCancelReceivedToExpected<\/strong>.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

              How to Revise a Purchase Order Go to\u00a0Main Menu>Manage My Inventory>Manage My Purchase Orders>Receive Inventory. Select Find & Select a PO\u00a0to locate the purchase order. You can produce a list of POs by the applying one or more of the following filters: Select by\u00a0Status (Any, Open, Closed, or Incomplete). Select…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[20],"ht-kb-tag":[],"yoast_head":"\nRevising a Purchase Order - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Revising a Purchase Order - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"How to Revise a Purchase Order Go to\u00a0Main Menu>Manage My Inventory>Manage My Purchase Orders>Receive Inventory. Select Find & Select a PO\u00a0to locate the purchase order. You can produce a list of POs by the applying one or more of the following filters: Select by\u00a0Status (Any, Open, Closed, or Incomplete). Select...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/\" \/>\n<meta property=\"og:site_name\" content=\"Stone Edge Order Manager\" \/>\n<meta property=\"article:modified_time\" content=\"2019-06-04T19:39:09+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/\",\"url\":\"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/\",\"name\":\"Revising a Purchase Order - Stone Edge Order Manager\",\"isPartOf\":{\"@id\":\"https:\/\/stoneedge.com\/kb\/#website\"},\"datePublished\":\"2019-04-16T20:35:01+00:00\",\"dateModified\":\"2019-06-04T19:39:09+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/stoneedge.com\/kb\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Revising a Purchase Order\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/stoneedge.com\/kb\/#website\",\"url\":\"https:\/\/stoneedge.com\/kb\/\",\"name\":\"Stone Edge Order Manager\",\"description\":\"Documentation for the Stone Edge Order Manager\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/stoneedge.com\/kb\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Revising a Purchase Order - Stone Edge Order Manager","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/","og_locale":"en_US","og_type":"article","og_title":"Revising a Purchase Order - Stone Edge Order Manager","og_description":"How to Revise a Purchase Order Go to\u00a0Main Menu>Manage My Inventory>Manage My Purchase Orders>Receive Inventory. Select Find & Select a PO\u00a0to locate the purchase order. You can produce a list of POs by the applying one or more of the following filters: Select by\u00a0Status (Any, Open, Closed, or Incomplete). Select...","og_url":"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/","og_site_name":"Stone Edge Order Manager","article_modified_time":"2019-06-04T19:39:09+00:00","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/","url":"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/","name":"Revising a Purchase Order - Stone Edge Order Manager","isPartOf":{"@id":"https:\/\/stoneedge.com\/kb\/#website"},"datePublished":"2019-04-16T20:35:01+00:00","dateModified":"2019-06-04T19:39:09+00:00","breadcrumb":{"@id":"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/stoneedge.com\/kb\/articles\/revising-a-purchase-order\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/stoneedge.com\/kb\/"},{"@type":"ListItem","position":2,"name":"Revising a Purchase Order"}]},{"@type":"WebSite","@id":"https:\/\/stoneedge.com\/kb\/#website","url":"https:\/\/stoneedge.com\/kb\/","name":"Stone Edge Order Manager","description":"Documentation for the Stone Edge Order Manager","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/stoneedge.com\/kb\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/484"}],"collection":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/comments?post=484"}],"version-history":[{"count":2,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/484\/revisions"}],"predecessor-version":[{"id":622,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb\/484\/revisions\/622"}],"wp:attachment":[{"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/media?parent=484"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-category?post=484"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/stoneedge.com\/kb\/wp-json\/wp\/v2\/ht-kb-tag?post=484"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}