Once an order is approved it cant be amended. If an order is raised against the wrong nominal code this creates a commitment against the wrong nominal code and wrong budget line. This cant be corrected while the invoice has been received. Can certain high level access users have the ability to move commitments to the correct nominal codes? I know budget holders can amend/correct before approving but in reality this doesn't happen.
We would be happy to investigate making a change to allow approved orders to be edited so that the nominal, account and detailed analysis codes (if any) could be amended.
We agree that this option should be limited to admin users only, however there are a couple of ways we could determine who an admin user is:
1. Anybody that has access to process purchase invoices - currently anybody processing the invoice can change the nominal, account etc when entering the invoice data, therefore we could allow the same people to edit approved orders
2. Apply a new setting to usergroups - a new setting could be created that allows the relevant usergroups (and therefore anyone within those groups) to edit approved orders, this would be irrespective of if they have access to process purchase invoices
Please feedback on your preferred option and we can make a decision accordingly.
Agree - would be handy for users in Finance team to be able to amend nominal code or (in our case) project code on a PO once approved to prevent invoice being posted to incorrect place.