Purchase Orders: Add Parts To Existing Purchase Order
The ability to add parts to a Purchase Order depends on the current status of the PO.
The status appears in the top-right corner of the Purchase Order record. Parts can be added only when the record is in Requisition status.
A Status column is also displayed on the Purchase Order Index.
Purchase Order Status Guide
Indicates that the Purchase Order has been created, but parts have not yet been ordered.
Shows that an order has been placed with the vendor.
Means that some parts have been received, but not all. This status appears only when it applies to the specific PO record.
Signifies that the Purchase Order is complete and all parts have been received.
Steps to re-open a Purchase Order in each scenario to add new parts:
If the Purchase Order is in Ordered status: click the status box in the top-right corner and select Requisition. The Add Inventory button will reappear, allowing new parts to be added.
If the Purchase Order is in Received Partial: some parts on this PO record have already been received. Click Mark Unreceived on all parts, then set the status back to Requisition. If the parts are not un-received, the other status buttons will remain inactive and cannot be clicked.
If the Purchase Order is Closed: click the Re-Open Purchase Order button to make changes.
Next, click Mark Unreceived on each line item.
Finally, click Requisition.
Inventory can now be added to this Purchase Order again.
