If you are not sure what you should do to fix a mistake, read through the scenarios in this table to find the solution that applies to your problem:
Make sure you undo the PO line approval or statement approval before you do any of these tasks; otherwise, Horizon may not let you do the task. (For more information, see Undoing an Approval for a PO Line and Undoing an Approval for a Statement.)
Table 8-1: Problem scenarios with solutions
Scenario |
Solution |
You want to remove a line from a purchase order that has not been ordered (which means you have not printed a negotiable order or created an electronic order for it). (For example, you want to remove a line that was added by mistake or that you decide not to order.) |
You can simply delete the PO line since you have not ordered the purchase order. (For instructions, see Deleting a PO Line.) |
You want to make changes to a purchase order that has already been ordered. (For example, you want to delete a line or change the quantity for a line.) |
You can undo the purchase order, make the necessary changes, and then re-order the purchase order. (For instructions, see Undoing a Purchase Order.) If there are receipt, invoice, voucher, or cancellation activities on any of the lines, you must first undo these activities. |
You have ordered a purchase order but discover you need to delay it for one reason or another. (For example, the item has not been published.) |
You can undo the purchase order and then re-order it later. Undoing a purchase order cancels claiming for the items. (For instructions, see Undoing a Purchase Order.) |
You want to cancel an item on the purchase order. (For example, you might cancel items that are damaged or that were ordered by mistake.) |
You can cancel the lines and print a cancellation notice to notify the vendor about the canceled items. (For information, see Canceling Items.) |
An item was received by mistake. |
You can undo the receipt. (For instructions, see Undoing a Receipt.) |
A user invoiced a line by mistake, entered the wrong amount for an invoice line, or forgot to enter an invoice note. |
You can undo the invoicing for the PO line. (For information, see Undoing a Statement Line.) If you undo an invoice to correct the invoice amount or to enter a note, re-invoice the line and enter the correct information. If a voucher has already been printed for the invoice, you must void the voucher first. (For instructions, see Voiding a Voucher.) |
You have printed a voucher for an item that was invoiced by mistake or whose invoicing information you need to change. |
You can void the voucher. (For instructions, see Voiding a Voucher.) After you void the voucher you can undo the invoice and, if necessary, re-invoice it with the correct information. After you re-invoice the line, reprint the voucher so it reflects the changes you have made. |
If you have not already sent the purchase order to the vendor, you can change the vendor. (For instructions, see Changing the Vendor for a Purchase Order.) |
|
You want to change the budget that is assigned to a PO line. |
You can change the budget assigned to a PO line, even if the line has been ordered, received, or invoiced. (For more information, see Changing a Budget on a PO Line.) |
You have ordered, received, invoiced, and printed a voucher for a PO line, but you want to reverse all activity on it and delete the line. |
For information, see Doing a Complete Back Out of Order Activity. |
The wrong currency has been entered on a purchase order or statement. |
If the Spent Event has already occurred for the lines, you will need to undo the purchase order, reorder the lines, and enter the correct currency so that your funds are expended at the correct rate. (For information, see Correcting Currency-Related Problems.) |
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