Amend an approved order

How to make quick edits and re-submit to suppliers

If an Adminstrator has activated the Amend Orders feature in your company, you can make edits to approved orders if needed, and re-submit the orders for approval and submission to the supplier.

Amended orders can be resubmitted manually or automatically to suppliers depending on the Admin's configuration choices, and the full amendments history is recordered within the order in iCompleat for cross-team visibility.

In this guide, you'll learn how to amend orders and resubmit them for approval.

What can you amend?

Both header and line information can be amended on approved orders if the Amend orders feature is active.

Header information that can be amended includes:

Title
Supplier email
Delivery address
Delivery date

Line information that can be amended includes:

Item code
Item description
Unit Cost
Quantity
Line coding
Delete and add new lines

Here's how to amend an approved order in iCompleat, and re-submit it for approval.

On the iCompleat homepage, click Purchase orders.
Go to the Approved tray, and open the order you want to amend.
In the bottom-right, click Actions, and then click Amend.
The order opens for editing, including both header and line information.

A banner at the top of the order displays the supplier who will receive the amended order after approval.
Make any edits you need to make to the lines and header, including adding or deleting lines if necessary.

When you're happy with your edits and ready to re-submit the order for approval, click Submit in the bottom-right, or click the arrow beside the Submit button to select a workflow.

If you want to undo your edits without saving, click Cancel in the bottom right.
Your amended order has been submitted for approval.

The order appears in the Awaiting Approval tray of the first approver in the workflow, and they can see details of your edits highlighted green under the Amendment history heading on the order.

Viewing amended orders

You can find the new and amended revision of an order by opening it and clicking Attachments on the left.

This lets you see the revised PDF order containing the amendments which the supplier received, as well as any previous revisions, and the original version of the order.