How to edit a posted Purchase Order Receipt in Purchasing 3 Way Match

Issue / Question:

  • I need to edit my purchase order receipt, but it is already completed.

  • I cannot complete the Purchase Order Invoice because the Inventory Location on the Receipt doesn't match the Inventory Location on the Purchase Order.


Environment:

  • Purchasing Three-Way Match in Cargas Energy


Resolution / Answer:

If you have already Invoiced the Purchase Order you will need to Delete the Invoice.

Click the 3 dot menu > Delete on the Invoicing page

Once you have deleted the invoice you will need to edit the posted Receipt. Use the following navigation steps to find and edit the posted receipt within the UI:

Navigation Steps — Edit Posted Receipt

  1. Go to Receiving: From the main menu, select Receiving (or Purchasing > Receiving) to open the Receiving page.
  2. Find the Purchase Order: Search for or open the Purchase Order that matches the invoice (use the PO number).
  3. Open Receipts for the PO: On the Purchase Order details, select the Receipts tab (or the Receipts section) to view receipts associated with that PO.
  4. Select the Posted Receipt: Click the posted Receipt you need to change to open its detail view.
  5. Edit the Posted Receipt: In the receipt detail, open the Actions menu (or the 3-dot menu) and choose Edit Posted Receipt (or Edit). This will allow you to modify quantities, locations, or delete line items as needed.
  6. Save Changes: After making edits, click Save.

Now you should be able to edit or delete items from the receipt as you would normally.

Once you have made your changes and are ready to Invoice the Purchase Order, you can click Save and then Invoice.

Note: If you do not see an Edit Posted Receipt option in the Actions menu, you can still edit by appending the editposted path to the Receiving page URL as an advanced fallback:

/PO/<po #>/Receipt/<receipt #>/editposted

Additional Info:

  • Note: Only users with Read/Write permission on the Edit Posted Purchase Order Receipts setting in Admin > Setup > Security will be able to complete the steps described in this article.

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