Purchase Order Amendment

Bestätigte Bestellungen ändern sich. Im Standard müssen Sie abbrechen und neu erstellen. Purchase Order Amendment macht das sauber und nachvollziehbar.

Ihr Nutzen

Strukturierte Nachträge

Stornierung, Mengenreduzierung, Erhöhung, neue Positionen – mit automatischen Folgeaktionen.

Volle Nachvollziehbarkeit

Smart Buttons verlinken Original-PO, Folge-POs, Rücksendungen und Gutschriften. Lieferanten-PDF per E-Mail.

Funktionen im Detail

Purchase Order Amendment

Version 18.0.3.0.0 295,00 EUR Depends: purchase_stock Depends: account Depends: dtx_approval

Manage amendments on confirmed purchase orders — cancel, reduce, increase, or add positions with a full approval workflow, automatic follow-up POs, return pickings, and credit notes.

Key Features

Structured Change Management

Create formal amendment documents for any changes to confirmed purchase orders. Each amendment tracks exactly what changed, by how much, and why.

Four Amendment Actions

Action	Description	Effect on Execution
`Cancel`	Fully cancel a position	Quantity set to 0 on origin PO
`Reduce`	Lower the ordered quantity	Quantity reduced on origin PO
`Increase`	Raise the ordered quantity	New follow-up PO with the difference
`Add New`	Add an entirely new position	New follow-up PO with the new position

Approval Integration

Full integration with the dtx_approval module. Configure approval stages for amendments — or skip approval entirely if no stages are defined.

Vendor Communication

Send amendments to vendors via email with a PDF report. Track vendor acceptance or rejection directly on the amendment form.

Downstream Adjustments

When reducing below received or invoiced quantities, the system automatically creates return pickings and vendor credit notes with full traceability back to the amendment.

How It Works

Create Amendment

Open a confirmed PO and click Create Amendment. A wizard shows all PO lines where you can set the change quantity for each position.

Confirmed purchase order with the Create Amendment button in the header.

The amendment wizard showing all PO lines with change quantity input.

Review & Submit

The created amendment shows all changes with original quantities, change amounts, and resulting quantities. Submit it for internal approval.

Amendment in Draft status with three lines: reduce, cancel, and increase.

Approve

Approvers review and approve or refuse the amendment. Once approved, it can be sent to the vendor or executed directly.

Approved amendment with Send to Vendor and Execute Amendment buttons.

Execute

Execute the amendment to apply all changes. Reductions adjust the origin PO directly, increases create a new follow-up PO. A confirmation dialog warns about conflicts with already received or invoiced quantities.

Confirmation dialog before executing the amendment.

Executed amendment in Done status with link to the new follow-up PO.

Traceability & Smart Buttons

All documents are linked via smart buttons for full traceability across the entire amendment lifecycle:

On Document	Smart Button	Links To
Origin PO	Amendments	All amendments for this PO
Origin PO	Follow-up POs	POs created from amendments
Follow-up PO	Origin PO	The original purchase order
Follow-up PO	Source Amendment	The amendment that created this PO
Amendment	Returns	Return pickings (if reductions below received qty)
Amendment	Credit Notes	Vendor credit notes (if reductions below invoiced qty)

Purchase order with smart buttons showing Amendments, Follow-up POs, and Receipts.

Amendment List View

Access all amendments via Purchases → Amendments. Filter by status, vendor, or origin order. Group by status for a quick overview.

Amendment list view with status badges, amounts, and vendor information.

Workflow Overview

  Draft  ───>  Submitted  ───>  Approved  ──┬──>  Sent to Vendor  ──┬──>  Done
                   │                         │                       │
                   v                         │                       v
               Rejected                      │              Vendor Rejected
                   │                         │                       │
                   v                         v                       v
            Reset to Draft          Execute directly          Resend / Edit
                                         │
                                         v
                                        Done
                                   (Origin PO updated
                                   + Follow-up PO created)

Two execution paths: Amendments can be sent to the vendor for acceptance before execution, or executed directly after internal approval.

Configuration

User Groups

Go to Settings → Users & Companies → Users and assign the Purchase Amendment / User or Administrator group.

Approval Stages

To require approval for amendments, create approval stages with document type Purchase Amendment in Purchases → Configuration → Approval Stages.

No approval stages? If no stages with document type Purchase Amendment exist, amendments are automatically approved upon submission.

Technical Details

Item	Value
Module	`dtx_purchase_amendment`
Models	`dtx.purchase.amendment`, `dtx.purchase.amendment.line`
Dependencies	`purchase_stock`, `account`, `dtx_approval`
License	OPL-1
Author	Detalex GmbH
Odoo Version	18.0

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Förderfähige Maßnahme

Die Einführung und Anpassung von ERP-Systemen wie Odoo ist in Deutschland förderfähig. Unternehmen können von staatlichen Förderprogrammen profitieren – z. B. über das Programm „go-digital“ des BMWi, „Digital Jetzt“ oder länderspezifische Digitalisierungsförderungen. Wir unterstützen Sie gerne bei der Antragstellung und beraten Sie zu den Möglichkeiten für Ihr Unternehmen.

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Purchase Order Amendment

Ihr Nutzen

Funktionen im Detail

Purchase Order Amendment