Moving Purchase Order Items

Learn how to move purchase order items to another task or stock

Updated on June 14th, 2024

Purchase order items can be moved from an existing task to a different Task, or back to Stock if the item was not used on the job.

The Move Items feature is controlled by each user's permission group. By default, all users can move items from purchase orders to tasks or to stock.

Custom Permission Groups

For those with custom permission groups, Site Administrators can disable this feature by going to Site Administration > Settings > Permission Groups > [Select permission group] > Purchase Orders > Fields > Move Items (set to unticked).

 
 
 

To move an item on a purchase order:

Step 1

Click Move Items.

 
 

Step 2

  • Select the checkbox for each item you wish to move, or
  • select the checkbox next to a task name to select all items for that task, or
  • select the checkbox at the top to select all items. 
 
 

Step 3

Click Select Task

 
 

Step 4

Double-click to select a Task from the list, or click Set No Tasks to move to Stock.

Use the search boxes in the top row to quickly locate a Task.

 

Business Units filter

If you have access to multiple Business Units, you will have an additional filter at the bottom of the search window to display further options.

Filter option
Description
This Business Unit Only Only displays tasks that are part of the selected business unit.
Include Child Business Units

Displays tasks that are part of the selected business unit, as well as child business units.

Include All Business Units

Displays tasks for all business units.

 
 
 
 

Step 5

Choose to either keep or remove the items (and associated costs) from the existing Task.
 
 
 

Step 6

Click Move Items. The items will now appear under the selected Task or Stock.

 
 
  • If moving all items to a different task, the purchase order will be linked to the task you are changing it to.
  • Purchase Orders placed via Supplier Connect do not display the Move Items checkbox. The items will be allocated to Stock, and can be assigned to tasks via the Materials button on the Task Worksheet.