To Revise Tab

This tab displays on the PO Processing snap-in on your Dashboard.

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 button 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 button 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.