Adjusting Purchase Orders

You can freely edit open purchase orders to make corrections and even change line item quantities, if needed. This is possible because the purchase order itself does not affect the accounting system. Rather, it affects anticipated expenses only.

To adjust the purchase order, follow the steps below.

  1. Navigate to the detail screen for purchase order you wish to work with.
  2. Click the Edit button at the top of the screen.
  3. Make the necessary adjustments to the PO.  
    Hint: You can enter quantity adjustments as individual line if you wish. You can also enter notes by clicking the Note icons on each record row. Notations help with historical record reviews. In any case, all changes are logged to the record log for future reference.
  4. When you are finished making adjustments, click Save.
The behavior of the purchase order on closing will depend upon the purchase validation settings selected in system preferences.
PO_Validation_flags.png
System administrators have access to these settings and can adjust the validation flags to suit your specific workflows. For more information on these validation settings, click here.
 
To discuss custom validation settings and workflows, contact the aACE support staff.
 
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