You can create a new purchase order with the backordered items from an existing purchase order (PO) with the Revise PO feature in the PO module. This feature will simultaneously create a new PO for the backordered items while closing and cancelling the backorders on the existing PO. The previously-backordered items on the new PO can be modified and you can add more items and enter notes, such a note to your supplier.
To use this feature, in the PO module, in PO Receive Mode (F5), use the Find PO feature (F6), to search for and select the purchase order. With the purchase order selected, and without opening the purchase order, at the bottom of the Find PO window, click Revise PO.
After you click Revise PO, a confirmation window appears. When you confirm your intention, this occurs:
- A new PO is created with the backordered items.
- The current backorder is cancelled, and the corresponding PO is closed.
- The Recall Transaction window appears with the new PO selected in the list. The name will be Revise PO ###, where ### is the new PO number. The PO memo will record the ID of the employee logged in and the current date.
To view and edit the new PO, click Recall Transaction or press F12. The new PO will appear with the previously backordered items and a note with the same info as the memo. The note cannot be removed.
You can edit the line items and add additional items or notes. When you’re done, use the normal process to send the PO to your supplier.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.