Buyers can add adjustments to a Purchase Order which will be applied to associated Invoices when they are approved. An adjustment has a type (debit or credit), an amount, and a reason chosen from a preset list. Comments are optional.
How to add an Adjustment to a Purchase Order
1. Select the Purchase Order from the Purchase Order ledger.
2. Specify the details of the adjustment.
When a Purchase Order adjustment is specified as a percentage, the adjustment amount is calculated as a percentage of the original Purchase Order amount.
Adjustments can be applied to a Purchase Order with status OPEN.
Adjustments cannot be applied from the Purchase Order Ledger to a Purchase Order with the status of FULFILLED or CANCELLED.
There is no limit to the value of a credit or debit adjustment that can be applied to a Purchase Order.
How to Add Adjustments to Multiple Purchase Orders in a Single Operation
An adjustment can be applied to multiple Purchase Orders in one operation.
1. Select the relevant Purchase Orders from the Purchase Order ledger.
2. Specify the details of the adjustment.
Once submitted, the adjustment will appear in the adjustment section of each of the selected Purchase Orders that are OPEN or SUSPENDED.
Note
Adjustments can only be applied to OPEN or SUSPENDED Purchase Orders. When allocating an adjustment to multiple Purchase Orders, any that are CANCELLED or FULFILLED will be unaffected.