Set up the Amend Orders feature

Admins can give their Procurement team the option to amend approved orders in iCompleat, and then submit the amended order to the supplier. 

This helps increase matching accuracy, removes the need to recreate a PO from scratch, and keeps the order trays streamlined for neat and tidy AP data.

Amended POs are clearly marked as updated versions for clarity, and Admins can control whether or not these are automatically issued to suppliers, or have to be manually sent.

Individual user permissions also determine who on the team can make amendments, giving Admins finer control over access and visibility.

In this guide, we show you how to set up amending orders, including switching the feature on, configuring it, and assigning user permissions.

1 - Enable the Amend Orders feature

The first step is to enable the feature for use in your company. 

This simply makes the feature available as a configurable feature in the Ordering & Matching area for now - there are a couple of further small steps to take before it's up and running to use.

Here's how to enable amending orders.

1. On the iCompleat homepage, click Configuration.
2. Click Product features.
3. Under Features, switch on the Post invoicing order amendments toggle.

2 - Activate the Amend Orders feature

Once you've enabled amending orders for your company, you need to activate it.

This means any users with permission to amend orders will be able to do so immediately, according to the criteria you set in this step.

Here's how to activate amending orders.

1. On the iCompleat homepage, click Configuration.
2. Click Ordering & Matching.
3. In the Purchase Ordering tab, next to Post approval amendments, click Manage.
4. Switch on the Allow amendments toggle.
   
   If you'd like to include the ability to amend orders with a matching invoices, switch on the Allow where invoice present toggle.
   
   Click Save.
   
5. In the Purchase Ordering tab, switch on the Reissue order amendments to suppliers toggle if you'd like this to happen automatically.
   
   Leave it off if you'd like to manually select which suppliers amended orders will be reissued to automatically (step 6).
   

6. If you left the Reissue order amendments to suppliers toggle off, you can now manually select which suppliers any amended orders will be reissued to automatically.

   For those suppliers you don't select, your purchasing team will have to manually re-submit the order using the Re-issue to supplier option in the Actions menu.

   To manually select suppliers to receive amended orders automatically:
   
   i. On the homepage, click Suppliers.
   
   ii. Go to Supplier Configuration.
   
   iii. From the drop-down, select Re-issue order amendments to supplier.
   
   iv. Check the boxes next to the relevant suppliers, and click Enable selected.
   
    

3 - Give users permission to amend orders

Your team must be given the permission to amend orders in their user profiles.

To do this, just open the user's profile who you'd like to give the Amend orders permission, and check the box against each relevant company.

Once you've completed this third and final step, your team are all set to start amending approved orders in iCompleat.