Note: The instructions below are for adjusting the balance of a line item on a posted purchase order.
From the Accounts Payable screen, select the Options menu and then Purchase Order Inquiry.
Note: The Purchase Order Inquiry option can also be accessed from the Options menu within the Invoices option.
In the Purchase Order Number field, enter the number of the purchase order which contains the line item to adjust. If the ID is not known, click the Find button to select the correct one.
Double-click the desired purchase order line item to adjust in order to view the detail information on the right side of the screen.
In the Purchase Order Detail section (on the right side of the screen), enter the amount to increase or decrease the balance of the purchase order line item by in the Adjustment field. To increase the balance, enter the adjustment as a positive number; to decrease the balance, enter as a negative number.
Note: The amount entered as the adjustment will be added to the Purchase Order Amount, the Purchase Order Detail Amount, the Purchase Order Balance, and the Purchase Order Detail Balance.
Click the Save button to save the changes.
Note: If the purchase order was previously expensed using the Expense Outstanding Payables option during the end of fiscal year process, a message will appear indicating to complete manual journal entries in General Ledger because the expensing entries will not automatically be updated with any changes made to the purchase order; click OK to continue.
Click the Cancel button to display only the information on the left side of the screen.