Purchase orders entered (created) by the user with a status of Draft or Ready to Order can be edited from within the Purchase Orders option, if needed.
Note: If necessary, contact the Business Office to make adjustments (from within Accounts Payable) to a purchase order with a status of Posted.
How to edit a purchase order:
Select the Purchase Orders menu.
The purchase orders previously entered (created) by the user in the last six months display showing the applicable status (Draft, Ready to Order, or Posted). If desired, change the filters to modify the purchase orders listed on the screen.
Click the More (…) button to the right of the purchase order to edit and select View/Edit, or double-click on the purchase order.
Make the desired changes to the purchase order.
To add a new line item to the purchase order, complete the blank line at the bottom of the list within the detail section.
To delete a line item from the purchase order, click the Delete button to the right of the desired line, and then click the Delete button when prompted.
If the purchase order includes converted requisitions (from using the Select Requisitions option), click the Combine Lines button to merge multiple detail line items that are similar to be just one line on the purchase order, if desired. After clicking the Combine Lines button, when prompted, select the lines to combine, designate which line is the primary one from which to use the account number, description, and other information, and then click the Save button.
If applicable, to change the status of the purchase order from Ready to Order to Draft, click the Return to Draft button on the bottom of the screen.
After all the changes have been made, click the Save button, and then complete the steps to finalize the purchase order (set status to Ready to Order).