The Replacement Purchase Order functionality requires activation by TenderBoard and may incur additional charges for your organisation
If you have issued a Purchase Order but require changes to be made, your organisation may have a policy and workflow set up to allow the replacement of Purchase Orders. This guide will show you how to create a replacement Purchase Order.
Creating a Replacement PO
1. Log into your TenderBoard account. Go to Deals > Purchase Order, Goods Receipt & Invoice to view PR/PO in the system.
2. Find the PO number in question.
3. From the Actions button, click on “Replace Purchase Order”.
4. From the Workflow drop down, click on “PO Replacement”, then click “Create”.
5. Fill up the Replacement form accordingly with amended details and justification. Then, click “Preview”.
6. Preview the details and click “Submit”.
7. The PO Replacement form is now submitted and pending next level review/approval.
Approval of Replacement Purchase Orders
1. Log into your TenderBoard account. Go to Deals > Replacement to view Replacement Forms pending review/approval.
- Find the PO number in question. From the Actions button, click “Review”.
3. Review the details of the PO Replacement form. If all details are correct, click on “Review Replacement” to approve for PO Replacement.
4. PO is now replaced and new PO will be available for download.