Enhancements to the Purchase Order module in SchoolCash Accounting will save you time when making corrections or modifications to posted Purchase Orders. You can now modify, void, or complete a Purchase Order. This added flexibility reduces the number of steps that were previously required to make changes.
How to Modify a Purchase Order
Modifications must be enabled through account settings.
- Navigate to the Purchase Order module.
- Select a Posted Purchase Order.
- Please note that partially fulfilled purchase orders cannot be modified.
- Apply changes.
- Enter a reason for the change.
- Save or cancel your changes.
Void or Complete a Purchase Order
Void a Purchase Order
If a posted Purchase Order is no longer required, users can now void it.
- Select a Posted Purchase Order.
- Click Void button.
Voided Purchase Orders are accessible under the List View tab.
- Select Voided filter.
Partially fulfilled Purchase Order - Complete a Purchase Order
If a partially fulfilled Purchase Order is no longer required, users can now complete it.
- Select the Posted Purchase Order.
- Click Complete button.
Completed Purchase Orders are accessible under the ‘List View’ tab.
- Select Invoiced filter
- All completed Purchase Order have a new status Invoiced-Partially Fulfilled.
