1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Purchasing
  5. Purchase orders

Amend purchase orders

You can amend a purchase order at different stages of its lifecycle. You can make these changes:

  • Change the unit price on the purchase order line.
  • Change the delivery date to match the date given by the vendor.


Purchasing agent Purchasing agent Start Start Change management enabled? Change management enabled? Request change purchase order Request change purchase order If change management is active, you can only change a purchase order when its status is Draft. To change a confirmed purchase order, request a change. This action sets the status to Draft. Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. Note: You can also access All purchase orders via the Procurement and sourcing module. 2. In the list, select the desired record. 3. Click Request change. 4. Close the page. 5. Go to Default dashboard. Amend? Amend? Change unit price Change unit price You can change the unit price on the line. The net amount automatically changes accordingly, for example in case of a discount. Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. 2. In the list, select the desired record. 3. Click Edit, if the purchase order is in view mode. 4. In the Unit price field, change to the desired amount. 5. Close the page. 6. Go to Default dashboard. Change vendor delivery date Change vendor delivery date If you have agreed with your vendor on a different delivery date, update the delivery date on the purchase order. Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. 2. In the list, select the desired record. 3. Expand the Purchase order header section, if this not expanded. 4. Click Edit, if the purchase order is in view mode. 5. In the Delivery date field, enter the new delivery date. 6. Click Save. 7. Select Yes in the Update Delivery date field. 8. Click OK. 9. Close the page. 10. Go to Default dashboard. Change management enabled? Change management enabled? Submit purchase order to workflow Submit purchase order to workflow Submit the purchase invoice to the workflow so it can be reviewed. Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. Note: Purchase orders can also be accessed via the Procurement and Sourcing module 2. In the list, click the the desired record. 3. On the Action Pane, click Purchase. 4. Click Edit. 5. Click Workflow to open the drop dialog. 6. Click Submit. 7. In the Comment field, type a value. 8. Click OK. 9. Close the page. 10. Go to Default dashboard. Review purchase order Review purchase order As the assigned reviewer, review the purchase order. To finish the review, choose one of these options:Approve: The purchase order is approvedReject: The purchase order is rejected. The purchase order needs to be adjusted or cancelled.Request change: A change is required for the purchase order. The purchase order is re-assigned to the user who submitted it.Delegate: The purchase order must be reviewed by another user. It is delegated to another user defined in the workflow Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. Note: Purchase orders can also be accessed via the Procurement and Sourcing module 2. In the list, click the desired record 3. Click Workflow to open the drop dialog. 4. Click Approve. Note: You can also reject, request a change or delegate the purchase order. But in this example we approve the purchase order 5. In the Comment field, type a value. 6. Click OK. 7. Close the page. Result of  the review? Result of  the review? Rejected  purchase order Rejected  purchase order Confirm purchase order Confirm purchase order You can confirm the purchase order in two ways: With printing: Confirm the purchase order using the confirmation button. Without printing: Confirm the purchase order using the confirm button. To view the confirmation document, go to the Purchase orders page. On the Action Pane, click the Purchase tab. In the Journals group, click Sub rental order confirmations. Procedure 1. Go to Accounts payable > Purchase orders > All purchase orders. Note: Purchase orders can also be accessed via the Procurement and Sourcing module 2. In the list, find and select the desired record. 3. On the Action Pane, click Purchase. 4. Click Confirm. 5. Close the page. 6. Go to Default dashboard. Purchase order  amended Purchase order  amended Yes No Yes No Change request Delagated Approved

Activities

Name Responsible Description

Request change purchase order

Purchasing agent

If change management is active, you can only change a purchase order when its status is Draft.

To change a confirmed purchase order, request a change. This action sets the status to Draft.

Change unit price

Purchasing agent

You can change the unit price on the line. The net amount automatically changes accordingly, for example in case of a discount.

Change vendor delivery date

Purchasing agent

If you have agreed with your vendor on a different delivery date, update the delivery date on the purchase order.

Submit purchase order to workflow

Purchasing agent

Submit the purchase invoice to the workflow so it can be reviewed.

Review purchase order

Purchasing agent

 		As the assigned reviewer, review the purchase order. To finish the review, choose one of these options:
  • Approve: The purchase order is approved
  • Reject: The purchase order is rejected. The purchase order needs to be adjusted or cancelled.
  • Request change: A change is required for the purchase order. The purchase order is re-assigned to the user who submitted it.
  • Delegate: The purchase order must be reviewed by another user. It is delegated to another user defined in the workflow

Confirm purchase order

Purchasing agent

You can confirm the purchase order in two ways:

  • With printing: Confirm the purchase order using the confirmation button.
  • Without printing: Confirm the purchase order using the confirm button.

To view the confirmation document, go to the Purchase orders page. On the Action Pane, click the Purchase tab. In the Journals group, click Sub rental order confirmations.

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