Editing Purchase Orders

2 YMA Layout | Account Distribution: Add, Edit, Delete | Detail Line Item: Add, Edit, Delete |

Adding Account Distribution

To add another account distribution, the Account Distribution list must be displayed. If not:

1. Click the Acct button to the right of the Detail Line Items list. The Account Distribution list displays.

2. Click the Add button. The Account Number Entry screen opens.

NOTE: Refer to the YMA Purchase Order Account Information Entry section of this document. The total amount distributed cannot exceed 100%.

Editing Account Distribution

1. Click the Acct button to the right of the Detail Line Items list. The Account Distribution list displays.

2. Highlight the account to be changed.

3. Click the Edit button. The Account number entry screen opens.

4. Enter the new account dimensions you want to use.

Optionally, click the Acct button and highlight the account you want to use from the Available Accounts list. Click the Select button.

5. Click the OK button. The Purchase Order Account Distribution screen opens.

6. Edit the Percent or Amount values as necessary. You may enter a different percentage or amount to be allocated to the selected account.

• If you allocate less than 100%, the Amount is updated based upon the percentage indicated.

• If you allocate less than the total extended cost, the Percent is updated based upon the amount indicated.

7. Click the OK button.

Deleting Account Distribution

To delete an account distribution, the Account Distribution list must be displayed. If not:

1. Click the Acct button to the right of the Detail Line Items list. The Account Distribution list displays.

2. Highlight the account to be deleted.

3. Click the Delete button.

4. The Delete Account Distribution Confirmation screen opens asking if you want to delete the distribution for this account.

5. Click the Yes button.

NOTE: Total distributions must equal 100%.

Adding Detail Line Item

To add another detail line item, the Detail Line Items list must be displayed. If not:

1. Click the Detail button to the right of the Account Distribution list. The Detail Line Items list displays.

2. Click the Add button. The Purchase Order Detail Line Information screen opens.

NOTE: Refer to the YMA Entering a Purchase Order section of this document.

Editing Detail Line Item

To edit the detail line item, the Detail Line Items list must be displayed. If not:

1. Click the Detail button to the right of the Account Distribution list.

2. From the Detail Line Items list, highlight the line number to edit.

3. Click the Edit button. The Purchase Order Detail Line Information screen opens.

4. Change the line item as necessary.

NOTE: You cannot update the Type or Line #.

5. Click OK to save changes. If you click the Cancel button your changes will not be saved.

Deleting Detail Line Item

To delete a detail line item, the Detail Line Items list must be displayed. If not:

1. Click the Detail button to the right of the Account Distribution list.

2. From the Detail Line Items list, highlight the line number to delete.

3. Click the Delete button. The Delete Confirmation screen opens.

4. Click Yes to delete the line item.

Version 01.04.07.0 &endash; 010232 PL 051904

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