The "Amend Purchase Order" feature in Digital Purchase Order allows users to make changes to an existing purchase order. This tutorial provides a step-by-step guide on how to amend details such as quantities, prices, or delivery dates, ensuring that your purchase orders accurately reflect any necessary updates.
Welcome to Digital Purchase Order. This is a quick introduction on how to amend a purchase order. This feature is quite important, because no user in DPO should be able to open a PO and make direct adjustments without the prior consent of the approvers. Therefore any changes within a PO need an amendment, which requires a new approval. No worries about the actual Purchase Order ID. Even if you amend a PO, the original Purchase Order ID will always remain the same.
Before you get started, please make sure, that you have the permission to amend purchase orders. If you open any PO, you should see a plus sign at the upper right corner. If don’t see this button, please ask your PO book administrator to give you this corresponding permission or make this change as an admin yourself. Simply click on your email address at the upper right corner, select administration and then go to the users tab. In there edit your own profile and activate the box “can amend”.
Going back to yourPO, please click on the plus button and confirm your intention to amend. This will bring you back to the interface, where you usually create Purchase Orders. You can either add new items, edit the existing ones or modify the department, supplier or component information.
After finalizing the amended P.O., you will see that the system kept the original purchase order ID, but added a revision number.
Sometimes it will happen, that you need to amend a PO many times. If this happens we made it simple for you, to keep the overview. Just click on the pdf button of your revised Purchase Order. The system will merge automatically the most recent revision while also including all previous versions into one document. That way, you have the complete history of the Purchase Order summarized in one file.
If you have further questions, please send us an email at support@digitalpurchaseorder.com, or give us a call at 1.888.376 7254. We can also arrange a demo appointment with you. Simply contact us via email, and we will schedule a call at your earliest convenience.
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