Edit Purchase Order

You can modify an existing purchase order when you open the Purchase Order Details page in edit mode. This page also allows you to cancel a purchase order if you determine it is no longer needed.

To edit a purchase order:

1. Access the Purchasing module by clicking the Purchasing link at the top of the page.

2. Locate the PO using the Find PO tab.

3. On the Purchase Order Details page, click the Edit Purchase Order link.

   The purchase order details appear. Values that are displayed as text cannot be edited.

4. Modify any of the following values:

   • PO Date – Modify the PO date. This is the overall date of the PO, which defaults to the creation date, not the date on which the items are needed.
   • Expires – Modify the date on which the purchase order expires.
   • Requestor Name, Requestor Phone, and Requestor Email – Modify the requestor by either entering a new value or clicking the Select link. If you click the Select link to select a new requestor, values for phone and email address are automatically filled in. You can also directly enter values in any of these fields.
   • Status – The system generates the status value depending on the current state of the PO. However, if you want to cancel the PO, set the status to Cancelled. If you need to make changes to the items included on the purchase order, change the status to Alteration in Progress.
   • Vendor – Click the Select link to change the vendor the purchase order will be sent to. When you select a vendor, the Vendor Address field is automatically filled in. If an Internal Vendor Code is associated with the vendor, it appears beneath the vendor name. If you cannot find the desired vendor, the company has not been added or was not set up as a vendor. For more information, see Create Company.
   • Warehouse - Select the warehouse where the items will be received.
   • Property – Click the Select link to select a different property. If you select a new property, a new Ship To address is automatically filled in.
   • Attention – Enter or select a user name to associate this PO with an additional user.
   • Description – Modify the description of the PO.
   • Payment Terms – Select a value to change the vendor payment terms.
   • Default Request ID – Enter or select a work request ID if you want to associate one with this PO. If you click the Select link, you can enter criteria to locate and select the appropriate work request. If you enter a request ID number directly, the system will validate the request ID.
   • Shipping Method – Select a value to change how the items will be shipped.
   • FOB – Select a value to value indicate new freight terms for this PO.
   • Delivery Date – Modify the date by which the items should be delivered.
   • Spend Limit – Enter a new value to update the spending limit for this PO.
   • Authorization # – Modify the authorization number associated with this PO.
   • Region – If this PO should be associated with multiple properties, select a new value in the Region field to indicate the region containing these properties,
   • Type – Select a new value to indicate the PO type. Some types of POs are required to go through the approval process. You cannot change the PO Type once items are attached.
5. Click UPDATE.