You can edit all fields of a Purchase Order (PO) if it hasn’t been linked to a Resource Request. Once linked, the assigned asset cannot be changed, but other fields remain editable. A PO can only be deleted if it hasn’t been used in a Resource Request.
Edit a Purchase Order
Go to Settings, and select Purchase Orders. In the list view, click the ellipsis beside the purchase order and select Edit.
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Proceed to edit the Purchase Order details.
Purchase Order Name: The title or label assigned to the PO. Purchase Order Number: The unique identifier for the PO. Asset: The site or location where work takes place. Supplier: The vendor or company providing the goods/services. Start Date/End Date: The start and end dates for the PO's validity. Cost Center: The department or budget category for the PO.
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Delete a Purchase Order
From the list view of all purchase orders
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Hover over the Purchase Order you want to delete, click the ellipsis icon, and then choose Delete. |
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A confirmation popup will appear to verify the deletion of the purchase order. Click Yes, Delete this Purchase Order. Please note that once deleted, it cannot be recovered. |
See also:
Assign Purchase Order Permissions
Create Purchase Orders
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