Editing a Purchase or Work Order
|Top Previous Next|
Circumstances may arise where you will need to modify an existing Purchase or Work Order due to cost changes, unavailable merchandise, etc. You can revise a Purchase/Work Order by selecting the PO/WO on the Purchase and Work Orders Window and clicking the Edit button. This will display the Edit / Change Order Window or Edit / Change Order for WO Window, as appropriate, which are very similar to the New Purchase Order Window and New Work Order(s) Window except that the Components included on the Purchase/Work Order are already "tagged". This is so Components can be removed or new Components can be added to the Purchase or Work Order while maintaining the original Purchase/Work Order Number. Any changes you have made through the Specifications Window to Components currently on the Purchase/Work Order will be reflected on the Edit / Change Order Window and Edit / Change Order for WO Window. To save the changes to the Purchase or Work Order, simply click the OK button to print and accept the revised Purchase/Work Order.
There are a few differences between the Edit / Change Order and New Purchase Order Window and they are listed below:
Change Order: Upon editing an Order, Design Manager can selectively display the title "Change Order" in place of "Purchase Order" or "Work Order" on the document to relate to the Vendor/Workroom that revisions have been made. Whether or not this option is selected is determined by the Default to Change Order When Editing option on the Company Advanced Options Window - PO Tab. See Company Advanced Options Window - PO Tab for a more detailed description of Change Order processing.
Revision Date: When selecting the Change Order option, the Revision Date field will be available and will be the date displayed on the Change Order (revised Purchase/Work Order). The Order will maintain the original Order Date, however, for reference. The Revision Date defaults to the current system date of the computer.