Account Manager
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      How to re-open a Purchase Order

      Below will walk an Account Manager through the process of reopening the Receipt or Invoice Status on a Purchase Order. This helps the AR team to reconcile the PO, allowing the order to fully ship.

      When an order is stuck in Partially Shipped, it most likely means the PO was reconciled using Reconciliation. To correct this, follow the below process to reopen the PO and edit by line in Purchase Order Entry. 
      1. Run Reconciliation.
      2. Leave the search option at the top as "Default" and enter the vendor number that is on the purchase order. 
      3. Select Search.
      4. Select Reopen Purchase Order.
      5. Enter the PO number needing to be reopened. 
      6. Select Re-Open. 
      7. There will be a message at the bottom of the screen that says, Purchase Order Added. 
      8. Using the Filter, enter the purchase order in the filter on the first column and hit Tab.
      9. Reopen both Receipt Status or Invoice Status by selecting the correct toggle. 
      10. Once the statuses are reopened, open Purchase Order entry and search the PO. 
      11. Edit the line showing a cancelled qty. Remove the cancelled qty, click save. 
      12. Select the line again, and add cancelled qty back to the cancel qty field.
      13. Click Save.
      14. Select Review and Complete.
      15. The Billing Analyst can now invoice the order.