Editing a PO Line

Occasionally, you may need to change information on a PO line. For example, you may need to change bibliographic information, the order quantity, or the budget to charge for the order.

You can make any changes you want to a purchase order on any of these conditions:

If the order is not yet approved.
If you undo its PO line approval. (For more information on undoing a PO line approval, see Undoing an Approval for a PO Line.)
If your passkey lets you change information. (For more information, see Editing an Approved PO Line.)
Before you send it to the vendor.

If necessary, you can also make certain changes after sending it to the vendor. However, you are limited in the changes you can make. (For more information, see Making Batch Changes to PO Lines.)

You perform this task by highlighting the line you want to edit in the PO window and clicking the Edit button.

To edit a PO line

1 Open the purchase order that contains the line you want to edit.
2 Choose the PO line you want to edit to display the Edit PO Line window.
3 Update the fields in the window. (For a description of each field, see Edit PO Line Window.)
4 Save the file.

 


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