Editing a Purchase Order
If you need to change a saved, approved, or unapproved purchase order, you first find the transaction, and then make the changes.
If the PO has already been approved, you must recall it before you can edit it.
To edit a purchase order:
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Go to Transactions > Purchases/Vendors > Enter Purchase Orders > List.
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Click Edit next to the purchase order you want to change.
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On the purchase order, make the necessary changes.
If the vendor has received the earlier version of the purchase order, state that this is a revised order in the Vendor Message field.
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To make changes to line items:
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Click the Items subtab.
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Click the line item you want to change.
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Enter the changes in the appropriate fields.
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Clear the Closed box for a line item if you know the item will not be received.
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When you finish changing information about an item, click Done.
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Continue to change additional items as required.
Note:Take note of the following:
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If you change the quantity on all items on the purchase order to zero, the purchase order moves to the Closed status.
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If you add a new item to the purchase order, the Department field value is sourced from the employee record set on the purchase order. If the employee does not have a set department or if there is no employee set on the purchase order, note the following. The Department field value is sourced from the item record. If neither the employee nor the item record have a set department, the Department field remains blank.
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Click the Communication subtab.
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Check the appropriate box to send a copy of the revised purchase order to the vendor by printing, emailing or faxing a copy.
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Click Save.
If the purchase order is closed, clearing the Closed status for one or more items opens the purchase order
Avoid non-backward compatible changes as they can break integrations. For example:
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removing public lists
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changing a publicly exposed field identifier
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changing a type of publicly exposed field
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changing a behavior