Editing Purchase Orders

Contents

1 Editing

2 YMA Layout

3 YDA Layout

4 NMA Layout

5 YDQ Layout

5 YDQ Layout | ADD | EDIT | DELETE |

YDQ Purchase Order distributions are connected to each individual line item in the same way as YDA. To modify either the account distribution or line item proceed as follows:

  1. On the Purchase Order Entry screen, from the Purchase Order Master list, highlight the purchase order to be changed.

  2. Click the Edit button. The Purchase Order Master Information screen opens.

Adding Detail Line Items and Account Distributions

Refer to the YDQ Purchase Orders section of this document.

Editing Detail Line Items and Account Distributions

  1. On the Purchase Order Master Information screen, from the Detail Line Items list, highlight the line number to edit.

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

  3. Change the line item as necessary.

NOTE: You cannot update the Type or Line #.

  1. If you need to change the account distribution, click the Edit button to the right of the Account Distribution list.

The Account number entry screen opens.

  1. 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.

  2. Click the OK button. The Purchase Order Account Distribution for Detail Line Number screen opens.

  3. Edit the Quantity value as necessary. You cannot change the amount to be allocated.

  1. Click the OK button to return to the Purchase Order Detail Line Information screen. If you click the Cancel button your changes will not be saved.

  2. Click the OK button when changes are complete. If you click the Cancel button your changes will not be saved.

Deleting Detail Line Items

When you delete a detail line item from a YDQ purchase order, since the account distribution is connected to the line item, the distribution is also deleted.

  1. On the Purchase Order Master Information screen, from the Detail Line Items list, highlight the line number to delete.

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

  3. Click Yes to delete the line item.

  4. Click the OK button to save and close the purchase order.

Version 01.04.07.0 &endash; 010232 PL 051904

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