Edit a purchase order

Goal

Correct a purchase order while it is still editable.

Who it is for

Purchaser (purchasing.manage).

Preconditions

• Early statuses (e.g. draft / pending approval) are editable.
• Converted orders are immutable. Orders with receives/bills may restrict line changes.

Steps

1. Open the order from Purchase orders.
2. If still editable, choose Edit, fix supplier/lines (qty, cost, warehouse), and save.
3. If approval is required and status is pending, finish My Work or wait for purchasing.post approval before receive/bill.
4. If the order is converted or fulfilled, create follow-up bills/debit notes rather than rewriting history.

Result

Draft (or still-editable) changes are saved, or you continue on the correct receive/bill path.

Related

• Lifecycle
• Troubleshoot