Overview
If a PO line is tied to a Project, you can’t adjust the cost on either the Project Material Plan or the PO, but there is a way to update them without a Change Order. This does not apply to Dropship POs.
Solution
You will need to remove the Project tie and update the cost on the Project Material Plan. Then you will update the PO Tie / Cost and re-attach to the Project in PO Query/Change
Project Material Plan Updates
Remove PO Tie from Project
First step to allow you to update the line is to remove the PO Tie.
Open Project Material Plan
Material button on Project Entry/Edit screen (P/A>Projects>Project Entry/Edit)
P/A>Materials>Project Materials
Go to the PO tab
Click on the PO# for the line to select
**Make note of PO#
Right-Click the PO# to see remove option
Hit “Remove PO Tie from Item”
Do NOT have the line Cancelled
Update Material Cost
Now that it is no longer tied, update the Cost on the Material Plan
Go under Sell & Cost tab
Update the Cost
PO Query/Change Updates
Remove Project Tie from PO
Now we need to remove the tie on the PO
Open the PO
PUR>PO Query/Change
Go under Projects tab
Delete Project Number and Hit Enter
Hit Clear button at the top or Exit Screen
Re-query PO
**If you don’t refresh the PO after removing the tie, it won’t let you Update the cost
Update PO Cost
If you haven’t already removed the tie and re-queried your PO, please go back to the last step and do so. You will not be able to continue. Once you have:
Open the PO
PUR>PO Query/Change
Update Cost
Save or hit F10
Re-Tie PO to Project
Now we need to re-tie the PO to Project here on the PO Query/Change screen
Go under Projects tab
Enter the Project and AQ Line information
Double check the checkboxes are correct
Hit Save or F10
