Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-09-20
Edit Purchase Orders

Edit Purchase Orders

  • Create purchase orders and change orders, and save them for later or submit for approval.
  • Security:
    Purchase Order Event
     and
    Change Order
     business processes in the Procurement functional area.
  • Security:
    Process: Purchase Order - Create/Edit
     domain in the Procurement functional area.
Update purchase orders and change orders before issuing them to suppliers.
  1. Access the
    Find Purchase Orders
     task.
    Select a purchase order in any of these statuses:
    • Draft
    • In Progress
    • Approved
    Or, select a change order in any of these statuses:
    • Draft
    • Change Order In Progress
  2. From the purchase order or change order, access a related action:
    • Purchase Order > Edit
    • Purchase Order Change Order > Edit
  3. Update purchase order and purchase order line fields.
  4. Select the
    Apply header changes to all lines on Save or Submit
     check box after you update any of these fields in the header to update the corresponding goods lines fields:
    • Currency
    • Document Date
    • Due Date
    • Tax Option
    • If you don't select the
      Apply header changes to all lines on Save or Submit
       check box before saving or submitting the purchase order and you want to update the lines, you must reenter the header values again.
    • The
      Apply header changes to all lines on Save or Submit
      option doesn't impact service lines.
  • Submit
     the purchase order for approval or select
    Save for Later
    .
  • (Optional) To change purchase order buyers in bulk, access the
    Mass Change Worker on Procurement Document
    task, and select
    Purchase Order
    .