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Edit a Purchase Order

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The purchase order can be edited after it is created and you can receive the shipments against the purchase order.

  1. Navigate to Purchase Orders.
  2. From the list, click a purchase order to edit and the purchase order details screen displays.

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This screen consists of the following areas:

  • (A) Purchase Order Summary
  • (B) Purchase Order Toolbar
  • (C) Line Items tab
  • (D) Receiving tab
  • (E) Purchase Order footer
  • (F) Save and Status buttons

Purchase Order Summary

Area Description
Status This displays the status of the purchase order, such as New.
PO# This displays the purchase order number.
Date Date of the purchase order.
Total Cost Displays the total cost and click the information icon to display the purchase order summary.
Budget Displays the budget assigned to the purchase order.
Warehouse Displays the warehouse assigned to the purchase order.
Entity (Site) Displays the site assigned to the purchase order.
Sales Tax 1 Displays the sales tax.
Sales Tax 2 Displays the sales tax.
Ship To From the Ship To drop-down, select the site and then the details display below.
Vendor Select the vendor.

Purchase Order Toolbar

Icon Description
Details Click the icon to display the Details form.
Linked Work Orders Click the icon to display the Linked Work Orders form.
Print You can print the purchase order.

Line Items tab

This displays the line items in the purchase order and it displays the Receive Shipment button, see Receive Parts (Purchase Order).

Add a New Line
  1. Click the New Line button.
  2. Select either Add Part, Add Labor, or Add Other Cost.

Add Part

  1. Select Add Part and the new line displays.
  2. Complete the budget, quantity, unit, and price.

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Add Labor

  1. Select Add Labor and the Add Service Task dialog.

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  1. You can either create a new task or select an existing task.
  2. Click the Add to PO button and the line displays.
  3. Complete the budget, quantity, and price.

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Add Other Costs

  1. Select Add Other Cost and the new line displays.
  2. From the Item drop-drop, select the item.
  3. Complete the budget, and price.

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Remove a Line

  1. Hover over the line item.
  2. Click the Delete icon and the line item is removed.

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Receiving tab

Purchase Order footer

The footer contains a menu with the following:

  • Options menu contains the menu items Delete, and Copy.
  • History menu contains the menu items Status History.

Save and Status buttons

As you complete the tasks and update the purchase order, remember to click the Save button to save your updates. When you are ready, click the Status button to move the purchase order to the desired status.

The status workflow is set up in the settings, see Set up the Workflow for Purchase Orders.