Editing an Existing Purchase Order

Overview
Modify any field or line item on a saved PO—such as changing quantities, prices, or delivery dates—before it’s billed.

Steps

1. In the PO list, click Action → Edit on the target PO.

2. Update header fields (Vendor, Expected Date, Delivery Status).

3. Modify existing line items or click Add Item to include new ones.

4. Adjust Note for Recipient or Terms and Conditions if needed.

5. Click Save to commit changes.

Tips

• Only edit POs with “Unbilled” status; billed POs should be converted to credit or new POs.

• Use the “Mark as Sent” action after editing to notify your procurement team.

Troubleshooting

• Edit option missing? Confirm the PO isn’t already converted to a bill.

• Changes not reflected? Refresh the list or clear browser cache.