Restore an earlier version of a revised purchase order

CAUTION: Restoring an earlier version of a purchase order deletes all later revisions.
  1. Open the Enter Purchase Order screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Purchase Order field, do one of the following:

    • Enter the code of the purchase order you want to activate and press Tab.

    • Click to select the purchase order you want to activate from a Lookup List.

  4. Click Delete PO.
  5. Click No.
  6. Click Yes.
  7. Repeat steps 3 - 6 as needed until the version you want to activate is the current version.

    • In the On Save of Document section, select from the following options to specify the actions to perform when you save the record:

      • Select the Create PDF checkbox to create a PDF file from the document form.

      • Select the View checkbox to view the PDF file.

      • Select the Print checkbox to print the PDF file.

      • Select the E-mail checkbox to attach the PDF file to an e-mail.

        Note: The Create PDF checkbox and at least one other checkbox must be selected.
        Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment. All contacts on the Contacts/Routing tab with a value for the E-mail As field are included as addressees on the e-mail.
        Note: You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
  8. Click Save PO.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.