If you've accidentally associated a Purchase Order (PO) with the wrong invoice and submitted it, don’t worry. You can easily correct this misassociation by following these steps.
This guide will walk you through the process to ensure your documentation is accurate.
Prerequisites
Before you begin, ensure you have:
Permissions to view and edit the Invoice module.
Step-by-Step Instructions
Open the Invoice
Navigate to the invoice that has the incorrect PO association.
Withdraw OR Change the Invoice
Scroll down to the bottom of the invoice.
Click on the Withdraw button to pull back the invoice for editing if the invoice is not yet approved.
OR
If the invoice is approved, then click on Actions > Change Invoice.
Remove the PO Association
Scroll to the top of the invoice.
Locate the assigned PO and click on the Remove option.
Search for the Correct PO
Uncheck the Non-PO invoice option, to get the Assigned PO option.
Use the dropdown menu to search for and select the correct PO.
Submit the Invoice
After making the changes, click Submit to finalize the correction.