Setup PO Amendment Note Series

YouTube: How to Set Up Purchase Order Amendment Note Series?

How to Set Up Purchase Order Amendment Note Series?

In this tutorial, you will learn how to create and use Purchase Order (PO) Amendment Note Series in Logic ERP. This feature allows you to track changes made to purchase orders in a structured and auditable manner.

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Navigate to PO Amendment Series Setup

To begin:

• Go to the Setup Module.

• Expand Configuration.

• Open Setup PO Amendment Note Series.

This section allows you to create and manage amendment series for purchase orders.

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Create a New PO Amendment Series

Now create a new amendment series:

• Click on New.

• Enter the required series details.

• Click Save.

Result: The Purchase Order Amendment Note Series is successfully created.

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Verify Series in Amendment Module

Next, check how the series appears during amendment entry.

• Navigate to the Purchase Order Amendment Module.

• Open the Entry Window.

Observation:

• In the Order Number Dropdown, you will see:

  • All available amendment series

  • Including the newly created series

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Amend a Purchase Order

• Now proceed to Amend an existing Purchase Order.

Steps:

• Select the Amendment Series.

• Choose the Purchase Order you want to modify.

• The selected PO details will be displayed.

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Modify Purchase Order Details

• Update Required fields (e.g., quantity, rate, etc.).

Example:

• Change quantity of an item:

  • From 10 → 20

• Click Save

Result: The Purchase Order is successfully amended.

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Verify Amendment in Purchase Order Module

• Go to the Purchase Order Module.

• Open the same PO.

• You will see that the updated details are reflected, confirming the amendment.

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View PO Amendment History

To track all changes made:

• Go back to the Purchase Order Amendment Module.

• Click on PO Amendment History.

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Analyze Amendment Records

• Select the relevant Purchase Order.

You can View:

• Detailed Layout:

  • Complete amendment history

  • Changes made

  • Series used

• Summarized Layout:

  • Quick overview of amendments

  • Series tracking

Helps in maintaining full audit trail of changes.

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Benefits of PO Amendment Note Series

• Track all purchase order changes systematically

• Maintain audit trail for compliance

• Improve transparency in procurement

• Easily review historical changes

• Link amendments with specific series

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Final Outcome

You have successfully learned how to:

• Create a PO Amendment Note Series

• Amend Purchase Orders

• Track changes through Amendment History

Your system is now equipped for accurate and traceable purchase management.