Introduction

This document provides instructions on how to cancel or change quantities on a purchase order.

Procedure

If you wish to cancel the remaining lenses of a partial shipment or any order, use the receive orders option, and respond yes to the prompt if you are canceling the order. This routine begins the same way as receiving orders; you get prompted for a purchase order number, a reference number, and the original order date. If the system found a match, it is displayed on the screen, prompting you for confirmation. After confirming you have found the correct order, you get prompted to enter the packing list number from the vendors packing list. If you are canceling the entire order, you may leave this blank. If you are canceling the remainder of an order, enter the packing list number from the portion that did arrive. You get prompted to enter the quantity of each line item to cancel. After making any needed changes, press F1 to confirm those changes. It is important to receive or cancel all sent orders to maintain the integrity of the Inventory system. When Inventory is operating under a Min/Max environment, failing to cancel/remove canceled orders may result in the EOE system failing to order lenses, thinking some are in transit and expected to be received.

From the Optifacts main menu:

Select Option 9 - Inventory and press Enter.

Select Option 3 – Inventory Procedures and press Enter.

Select Option 3 – Receive or Cancel P.O.’s and press Enter.

The Purchase Order Receipts screen is displayed.

Enter the P.O. number.
If there is no P.O. number on the packing slip, enter an asterisk (*) to list open P.O.’s in the system.
If a P.O. doesn’t exist in the system, type “NONE” in both the P.O. Number and Ref. Number fields to enter a product into the inventory system.

Is this the correct P.O. (Y/N)?