Work Instruction – Edit or Delete a Purchase Order
Version 1.0 8 September 2016
Document Author |
Document Owner |
Rika Mason |
Rika Mason |
Purpose:
This document will explain how to set amend or delete a purchase order before it’s been processed/invoiced.
Pre-requisites
- Viewpoint Login ID & Viewpoint (Remote) is mandatory for using Viewpoint outside head office
- Contact IT Department for assistance in setting up the remote version if you do not already have this.
Process:
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-Log into Viewpoint -Go to Purchasing: Purchase Order Entry -Press file and ‘Add Purchase Order’ -F4 in the PO field or enter PO # directly in and press ‘Add to Batch’ -Press yes on this screen -Press no to add another to this batch -Ensure the action is on the change dropdown -Change all the details needed to be changed -Press save and proceed to process PO -After editing purchase order you can then process batch -Validate and Post function -Close once successful -Ensure the action is on the ‘Delete’ dropdown -Press save and proceed to process PO -File, process batch -Validate and Post -Close once successful |
Deleting a PO – You can only delete a PO if the works haven’t been invoiced for by the vendor
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