Goal:
Make changes to an Order Item within a PO
Edit a Purchase Order line item
This field cannot be edited after item has been approved.
Steps:
Navigate to Procure → Purchase Orders from the left-hand navigational menu
Locate and select the Purchase Order you would like to edit
Scroll down and select the Revise P.O. button on the right-hand side
Select the
button beside the Order Item you would like to edit and select Edit
Within the window that appears, make the appropriate changes and then select the blue Save button
Select the blue Save Purchase Order button in the bottom right-hand corner
Purchasers do not have access to edit the Account Code or Currency. If the account code needs to be edited, it has to be done via Account Code Correction page. If the currency has to be updated, you will have to reject this order and have the requester resubmit with the correct information.
Additional Information:
In order to successfully complete the following steps, you will require access to the Purchase Orders section within the app.
If you do not see the Revise P.O. button, the Purchase Order is likely closed. If this is the case you will need to select the Reopen P.O. button first.