Editing a purchase order
Drafts are fully editable; once a PO is sent or received, some fields lock to protect the audit trail.
Editing a purchase order
Open any PO from the Purchase Orders index to edit it. What you can change depends on the PO status.
Draft
Every field is editable. You can also delete a draft outright from the Delete button.
Sent
You can still adjust the line items, costs, expected delivery, notes, and tax. The PO has been emailed to the supplier, so consider re-sending if the change is material.
Partial
Some receipts have already been recorded. You can still edit notes, tax, and unfilled line items, but quantities already received are locked.
Received, closed, and cancelled
The PO is read-only for line items and inventory-affecting fields. You can still edit notes and landed costs (on plans that include landed cost tracking).
Saving changes
Click Save to persist your changes. Every edit is recorded in the PO history.
Was this article helpful?