Amend Existing Purchase Order

Purchase Order Amendment (POA)

 

 

Standard Operating Procedure

• Receiving and Purchase Order Amendment (PDF, 465 KB)

University Policies

• 3.14, Business Expenses
• 3.25, Procurement of Goods and Services
• 3.9, Capital Assets
• 4.2, Transaction Authority and Payment Approval
• 4.7,Retention of University Records
• 5.10, Information Security

Other Resources

• Buying Manual: Purchase Order Process
• Purchasing FAQ
• Purchasing Tutorials

The Purchase Order Amendment (POA) e-doc is created when you amend a purchase order (PO) and is based on the existing PO. The e-doc layout of the POA e-doc is identical to that of the original PO, with the addition of a notation in the e-doc headerregarding status. A notation also displays at the top of the PO e-doc: "Warning: There is a pending action on this Purchase Order."

Roles and Access Rights | Business Rules | Workflow

Roles and Access Rights

Requestor (not a system role): Anyone in the units who would be ordering goods and services.

Initiator:

• Can validate that the line-item receiving (RCVL) or POA is appropriate according to university business rules
• Can provide or request the data required to successfully fill out and submit the RCVL/POA e-doc
• Responds to any follow-up questions and confirms that there is a valid business reason for processing the RCVL/POA e-doc

Other Roles:

• C&G processor (applies to POA)
• Commodity reviewer (applies to POA)
• Contract manager (applies to POA)
• Org reviewer (applies to POA)
• Payment authority (determined based on routing; currently under analysis)
• Internal: To determine if receiving is necessary, define a role in your unit that is responsible for checking status daily