How do I add an item to an existing PO, WO or variation?
We know that it's sometimes necessary to add forgotten items to existing POs, WOs or variations. To do this, follow these steps:
Navigate to Jobs in Buildxact and select a job.
Click on Actual Costings.
If the items or categories needed are not included in the Actual Costings, click to add.
Select the items you want to add to the PO or variations.
Click on Add to Existing Order or Variation.
Clicking on Add to Existing Order or Variation will open the following screen.
Click in the search bar and include the PO or variation number or begin typing the name or description of the PO, WO or variation needed.
Select the order or variation.
Please note that only orders that have the status 'Unsent' or variations that are 'Pending' will be visible.
Clicking on Select will open the respective Order/Variation with the selected items populated.
You can then save the Order/Variation with additional items. Clicking cancel will remove the items.
How do I change the category/edit a purchase order once it has been received?
Open the order you want to change and scroll down to click on the blue button that reads Change Order to Part Received.
2. Delete the receipt by clicking on the delete button.
3. Click Save & Close.
4. Then re-open the Order, change the status of the order to 'Unsent', and change the Category on the item.
5. Change the Purchase Order back to received and add the payment record again.