Manage/Edit a PO

Purchase Orders: Manage/Edit

To Manage/Edit an existing Purchase Order, navigate to the PO's Purchase Order Details screen.

Navigate to a Purchase Order to edit an existing Purchase Order

Hover the mouse pointer over the field name/group. A pencil icon () appears.

To edit a Purchase Order Details screen field, click the pencil icon for a pop-up window for the field. Enter or select (depending on the type of field) a new value.

Edit Field prompt appears

To edit multiple fields in a Field Group at once, click the pencil icon next to the Field Group’s name.

Click Pencil icon on a Field Group to edit every field at once

Once the field's value has been updated, click Save Record to save the new value for the field and return to the Purchase Order Details.

To cancel updating the field's value, click the X in the upper-right corner of the edit window.