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.

To enable requisition requesters to edit purchase orders from requisitions,:

Add the Employee as Self
security group to the Self-Service: Change Order Edit
security policy with view and modify permissions to enable requisition requesters to edit purchase orders from requisitions.

Add the Employee as Self
option to the

Create Change Order

initiation action step on the Change Order
business process policy.

Update purchase orders and change orders before issuing them to suppliers.

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

From the purchase order or change order, access a related action:

Purchase Order > Edit

Purchase Order Change Order > Edit

Update purchase order and purchase order line fields.

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
.

Create Change Orders