Editing Blanket Purchase Orders

Editing Blanket Purchase Orders

Following the steps in this article will ensure that you don’t have to void any Purchase Orders or resubmit anything for approval at any point during this process.

This article shows you how to edit blanket purchase orders.

  1. Send a Purchase Order to the vendor.

    Purchase order line item table showing Public Relations Fee quantity 6.

  2. Later, the Invoice will come into your Invoice Capture Queue entered as two line items instead of one.

    Invoice line items showing two captured Public Relations Fee rows.

  3. Next, click Add from Purchase Order to add the items from the existing Purchase Order, not the auto-created lines that came in from the invoice capture.

    Add from Purchase Order link on the invoice.

  4. Find the applicable Purchase Order and check the box next to Add. Then, click Continue.

    Select purchase order line items grid with Add checkboxes.

  5. Next, enter 1 in the Quantity Ship field. Then, click Add Items to Invoice.

    Add Items to Invoice field on Invoice.

  6. Emburse Professional will now show the linked Purchase Order from the line you just added.

    Invoice line items including View PO 20058 on the linked blanket PO row.

  7. Click Edit to adjust the prices since the vendor split one line item into two. Click Save when complete.

    Edit Line Item dialog with Price set to US$20,000.00 and Save button.

  8. Next, delete the auto-created line that came in from the invoice capture. In this example, we can leave the $1,200.00 line item because it wasn't on the original Purchase Order and we adjusted the price of the line we added to account for this.

    Invoice line items with the first Public Relations Fee row highlighted for price edits.

  9. Click Route to route the invoice for approval.

    Invoice line items footer with Route button to submit the invoice.

  10. The Purchase Order now shows only the quantity as 5 out of 6. Confirm this by going to Reporting and choosing to run a report by the vendor. After running the report and clicking the applicable Purchase Order it shows the billed quantity and the open quantity.

Purchase order accrual report showing billed quantity 1 and open quantity 5.Eventually, when you add the last item from the Purchase Order you will also check the box to Close the Purchase Order so that it no longer shows in your Open Purchase Order's report under the Reporting section of Emburse Professional.

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