Edit Purchase Order Details

Purchasing allows the editing of assigned products related data within a purchase order.  Not all fields can be modified at all times. The following are the various ways an existing purchase order's product related details can be modified.

Edit Purchase Detail Information

This allows the Administrative Administrator to modify the funding information assigned to a product on a purchase order.  It does not matter what status the respective purchase order and/or the respective product within the purchase order is.

There are three fields eligible to be edited: Purchase Date, Purchase Price, and Funding Source.

  1. Click on , on the top navigation bar.

  2. Filter the Purchasing grid to locate the desired purchase order.

  3. Click on the respective purchase order's row.  The grid expands.

  4. On the Products tab, locate the desired product.

  5. Click on Edit, located on the product's row.  

  6. Update the desired product information.

  7. Click on Save.

Edit a Product's Ordered Quantity or Received Quantity

This allows the Administrative Administrator to modify the Quantity Ordered and/or the Received Quantity count for an Open product on a purchase order. These quantities can be modified until a tag is received to a site. They cannot be accomplished if the Tags Received count is greater than zero.

  1. Click on , on the top navigation bar.

  2. Filter the Purchasing grid to locate the desired purchase order.

  3. Click on the respective purchase order's row.  The grid expands.

  4. On the Products tab, locate the desired product.

  5. Click on Edit, located on the product's row.  

  6. Update the desired quantity information.

  7. Click on Save.

Remove a Product from a Purchase Order

This allows an Administrative Administrator or Site Administrator to remove an Open product on a purchase order. A product can be removed from a purchase order until a tag is received to a site. They cannot be accomplished if the Tags Received count is greater than zero.

  1. Click on , on the top navigation bar.

  2. Filter the Purchasing grid to locate the desired purchase order.

  3. Click on the respective purchase order's row.  The grid expands.

  4. On the Products tab, locate the desired product.

  5. Click on Delete, located on the product's row.  The screen refreshes and the product is removed from the purchase order.  

NOTE:

To edit the Purchase Date, Purchase Price, and/or Funding Source assigned to a specific tag with an Source of Initial, use Bulk Edit.