Open topic with navigation
To Revise Tab
This tab displays on the PO Processing snap-in on your
.
If necessary, click the on the tab in order to see the
grid, which contains a list of the purchase orders that you need to revise.
After you select a purchase order on this tab, a pop-up
form appears that you use to edit or void a purchase order. You can also
enter freeform notes.
Fields Lists
Fields
PO ID
The purchase order number.
PO Date
The date for the purchase order.
Description
The purchase order description.
Amount
The amount for which the purchase order was issued.
Void
Click the button to void the purchase order. The
purchase order status changes to Void and is removed from the tab.
Fields After Selecting
a PO
Vendor Name / Address
The vendor name and address.
Authorization History
The authorization history of the purchase order.
Grid
PropertyCompany
ID
The identification of the propertycompany
for which the purchase order was issued.
Expense
The expense code to which the cost of this item
was allocated if the purchase order was approved.
Description
The purchase order description.
Date
The date the purchase order was issued.
Amount
The amount for which the purchase order was issued.
Message
The reason the purchase order is appearing in
PO Processing. The message "OK" is if the purchase order is
over the user's spending limit or "Budget" if the purchase order
is over the user's budget.
Budget Button
Select this
to display budget information.
Enter notes explaining approval, denial, or revision
request:
Enter a free-form justification. You can add note
about the approval or denial. You can enter requests for more information
or an explanation.
Buttons
Cancel
Select this
when you want to stop without saving changes.
Edit PO
Select this button to edit the purchase order.
Void
Select this button to void the purchase order.
It will be removed from the grid.
Procedures
To Edit a Purchase Order
- If necessary,
select the To Revise tab in the
PO Processing snap-in. The To Revise grid appears.
- Select the link for a purchase order that needs
to be revised. A pop-up form appears.
- View the reason
the purchase order was not approved in the Authorization History section
of the pop-up form.
- Select the Edit PO button. The purchase order tabs appear.
- Make your revisions
and then elect the Save button. The Approval
Notes form appears.
- In the Enter Variance Notes field, enter notes
that explain the justification for your actions.
- Select the Continue button. The snap-in appears again without
the purchase order in your To Revise tab; the purchase order now appears
in your Require Approval tab.
Also, now the approved purchase order appears in the Require Approval
tab of the user who entered the purchase order.
To Void a Purchase Order
Note
You cannot void a closed PO. Also, you cannot void an
Open PO that has invoice transactions associated with it, unless all of
the associated invoice transactions have already been voided.
You can also use the Void icon on the grid to void a
purchase order without viewing Authorization History.
- If necessary, select
the To Revise tab in the PO Processing
snap-in. The To Revise grid appears.
- Select the link for a purchase order that you want
to void. A pop-up form appears.
- You can see the reason
the purchase order was not approved in the Authorization
History.
- Select the Void button. A confirmation message appears.
- Click OK..
The purchase order is voided.
- The snap-in appears
without the purchase order in your To Revise tab.
See Also
Purchase
Order Approval
To
Approve Tab
Approved Tab
Require
Approval Tab
Denied Tab
Filter Button