# Setup PO Amendment Note Series

**YouTube:** [How to Set Up Purchase Order Amendment Note Series?](https://www.youtube.com/watch?v=7D2eFE_jf9U)

## 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**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FNFQqmrBpZOtatmamNzQs%2FDefalut.png?alt=media&#x26;token=2e438752-ec9e-451c-ab01-c4a57fe5590d" alt=""><figcaption></figcaption></figure>

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**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FYEfk3AJcKBT5VVFylCCn%2FCreate%20New%20Series.png?alt=media&#x26;token=ce2ac862-b68c-46d0-a643-1229c08b0099" alt=""><figcaption></figcaption></figure>

* 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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FfAJMya7fVRRSfRKbnfEP%2FOrder%20Amendment.png?alt=media&#x26;token=b804d372-408a-464e-a3a7-d9c4dd533f45" alt=""><figcaption></figcaption></figure>

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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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FmwvKkxxP0RGk75UAXFJL%2FPO%20-%20Selection%20New.png?alt=media&#x26;token=b9030e54-54b9-4fd7-a64f-233a2f61ba16" alt=""><figcaption></figcaption></figure>

* The selected PO details will be displayed.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fhe3GnhZUOS5qvTSgw5q3%2FPO%20-%20Header.png?alt=media&#x26;token=a2cb1e79-dd83-4f9e-9d90-eada4d8a0c76" alt=""><figcaption></figcaption></figure>

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### Modify Purchase Order Details

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

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F3mTWPL4pFKGwunWv4HMI%2FAMD%20QTY.png?alt=media&#x26;token=7ab60565-6354-4601-a805-f74f74f24a60" alt=""><figcaption></figcaption></figure>

**Example:**

* Change quantity of an item:
  * From 1**0 → 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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FnTWlccyBuHOh7wdsSYbN%2FPO.png?alt=media&#x26;token=c44e3fa0-60c2-4768-bc06-d743d9df91fe" alt=""><figcaption></figcaption></figure>

* 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**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FDqZF58o8Cxv6Jy7BdPbg%2FPO%20-%20Amendment%20History.png?alt=media&#x26;token=50b49783-a30d-4e32-8a5c-dd4b36d11809" alt=""><figcaption></figcaption></figure>

***

### Analyze Amendment Records

* Select the relevant **Purchase Order**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FrU4OElk0u6TSAK1cZ8qG%2FSelect%20PO.png?alt=media&#x26;token=00eb5491-a73e-441d-84db-74bb2c64053d" alt=""><figcaption></figcaption></figure>

**You can View:**

* **Detailed Layout**:
  * Complete amendment history
  * Changes made
  * Series used

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FDZymKN0vD9OgwEPAEkrq%2FDetailed.png?alt=media&#x26;token=64422c23-edbe-4eb8-95bb-2aee7651f2ee" alt=""><figcaption></figcaption></figure>

* **Summarized Layout**:
  * Quick overview of amendments
  * Series tracking

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FZAWcsvAQuJfeOXQuGBkp%2FSummery.png?alt=media&#x26;token=6a417c1b-1033-4f15-8980-d27506ff69b6" alt=""><figcaption></figcaption></figure>

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**.
