Editing a received PO that should have been taken into tech's stock instead of being applied to the job

Problem

Sometimes, a PO is received and applied to a job by mistake. You need to edit this PO to correct the error.

Solution

Editing a received PO that should have been taken into tech's stock instead of being applied to the job

By following these steps, you can edit a received PO that was mistakenly applied to a job and instead add it to a technician's stock.

Cancel the Receipt of the PO

1. Navigate to Inventory or Purchasing > Receipts

2. Locate the receipt that is linked to the PO

3. In the Actions dropdown, select Cancel

4. This will revert the PO to a Pending status.

Edit the PO

1. Open the PO that is now in Pending status.

2. Make the necessary changes, such as assigning it to a technician's stock instead of applying it to a job.

3. When finished, click Save