Goal:
- Update Purchase Order.
- Make revisions to a current Purchase Order.
- Edit a PO.
- How to edit a purchase order
Steps:
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Under the Procure tab on the sidebar, select Purchase Orders
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Search and select the Purchase Order you need to edit.
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Scroll to the bottom of the Purchase Order and click Revise PO
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Make the appropriate changes within the Purchase Order.
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Click Save once complete.
Additional Information:
- To complete the following steps you will need Procure Module Access.
- If changes are made to an existing line item or additional cost (taxes, freight, etc.), then it won't make any changes in reconciliation. However, if a new line item or additional cost is added, then that new addition WILL show up in reconciliation.
- All edits are tracked within the Audit Log which can be found at the bottom of the Purchase Order.
- 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
- Why am I Unable to Edit the Cost of a Purchase Order Item?