• Updated

How to Revise a Purchase Order

Goal:

  • Update Purchase Order.
  • Make revisions to a current Purchase Order. 
  • Edit a PO.
  • How to edit a purchase order 

 

Steps:

  1. Under the Procure tab on the sidebar, select Purchase Orders 

  2. Search and select the Purchase Order you need to edit. 

  3. Scroll to the bottom of the Purchase Order and click Revise PO 

  4. Make the appropriate changes within the Purchase Order.

  5. Click Save once complete. 

 

Additional Information:

  • 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. 
  • Closed purchase orders can not be revised. You will need to Reopen the PO to revise it. 
  • Why am I unable to edit the cost of a purchase order item?