Question
- How can I unlock/reset a Purchase Order I have created to make changes to it?
- An error was made on a Work Order but it is now locked as a Purchase Order, how can I edit it?
- How can I edit a Purchase Order?
Answer
Securities
The ability to unlock Purchase Orders requires proper security access. To grant access to this feature: 1. Hover over Administration and click on Employee/Security Settings 2. Click Security or Group Security. Select the employee's name (or title) in the upper-right hand corner. 3. Expand Administration 4. Select the checkbox next to "Reset Purchase Order"
Note
It's important to note: Purchase Orders are locked down versions of Work Orders - they can be utilized as agreements between your company and the Vendor or Sub-Contractor who will receive the Purchase Order. Making changes to a PO symbolizes a change to the agreement.
- Purchase Orders can be reset/unlocked from Administration > Reset Purchase Order.
- On the Reset Purchase Order page, you can utilize the many filters to locate your Purchase Order (Work Order number, Job Number, Customer name, etc).
- Once you filter down and locate your Purchase Order, click the check box to the left of the Purchase Order number and then click on Convert Purchase Order to Work Order.
- Go back to the job and make any changes necessary to your Work Order
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