PO Add Transaction to Batch Form

Use the PO Add Transaction to Batch form to add an existing purchase order transaction to a batch.

A typical use for this is when you have to make changes to a PO that has already been posted. You can add the purchase order to an existing PO batch or a new batch, make the necessary changes, and then post the purchase order.

You can open this form by selecting File > Add Transaction in the following forms:

Note: If there has already been activity on a purchase order, for example a receipt, invoice, or change order, you will not be able to change some of the information on the purchase order.

If you add a PO item has been received or invoiced, some of the fields in the lower portion of the form are disabled. For example:

  • Lump sum PO item - The Total field is enabled and the UM, Units, Unit Cost, and ECM fields are disabled.
  • Unit-based PO item - The Units field is enabled and the UM, Unit Cost, ECM, and Total fields are disabled.