Purchasing allows the editing of assigned products related data within a site created purchase order and, with certain permissions, a district created 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.
This allows the Administrative Administrator or Site Administrator to modify the funding information assigned to a product on a purchase order. This only applies to products added to the purchase order by the respective site. If the district level created the purchase order and added all of the products to the purchase order, the site administrator does not have permission to edit those purchasing details. 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.
Click on 
,
on the top navigation bar.
Filter the Purchasing grid to locate the desired purchase order.
Click on the respective purchase order's row. The grid expands.
On the Products tab, locate the desired product.
Click on 
Edit,
located on the product's row.
Update the desired product information.
Click on 
Save.
Edit District Purchase Detail Information
This allows the Administrative Administrator or Site Administrator to modify the funding information assigned to a product on a purchase order. If the district level created the purchase order and added all of the products to the purchase order, the administrative administrator must disable Restrict from Editing Products on a District Purchase Order to give the site administrator permission to edit those purchasing details. It does not matter what status the respective purchase order and/or the respective product within the purchase order is.
There are five fields eligible to be edited: Product Number, Department, Funding Source, Account Code, and Purchase Price.
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.
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.
Click on ,
on the top navigation bar.
Filter the Purchasing grid to locate the desired purchase order.
Click on the respective purchase order's row. The grid expands.
On the Products tab, locate the desired product.
Click on 
Delete,
located on the product's row. The screen refreshes and the product
is removed from the purchase order.
NOTE:
To edit district created purchase orders at the site level, a user must also have permission to view a catalog and edit tags.