Adding, Editing, and Deleting Purchase Order

Add Purchase Order

Steps to add a purchase order

1. In the Vendors tab, search for and view the appropriate Vendor.
2. Click on the Purchase Orders tab in the Vendor's screen.
3. Click on the Add New Purchase Order in the Purchase Order screen.
4. Enter the relevant information in the Add New Purchase Order dialog box.

Required fields are marked with a red *.

5. Click one of the following.

Edit Purchase Order

Steps to edit a purchase order

1. In the Vendors tab, search for and view the appropriate Vendor.
2. Click on the Purchase Orders tab in the Vendor's screen.
3. In the Advanced Search panel at the top of the Purchase Order screen, perform the following:

1. In the Purchase Order Number box, type the purchase order number.
2. In the Available On field, type or select a date.

All the purchase orders available on the selected date are displayed.

4.  Click the Edit link to the left of the Purchase Order.
5. Make the appropriate changes in the Edit Purchase Order dialog box.
6. Click one of the following:

Delete Purchase Order

Note: You can only delete a purchase order if it has not been used.

Steps to delete a purchase order

1. In the Vendors tab, search for and view the appropriate Vendor.
2. Click on the Purchase Orders tab in the Vendor's screen.

3. In the Advanced Search panel at the top of the Purchase Order screen, perform the following:

1. In the Purchase Order Number box, type the purchase order number.
2. In the Available On field, type or select a date.

All the purchase orders available on the selected date are displayed.

4. Click the Edit link to the left of the purchase order.
5. Click the Delete link in the Edit Purchase Order dialog box.
6. In the next dialog box, click one of the following:

• Click Yes, Delete Purchase Order from Vendor.
• Cancel to disregard any changes and close the window.

7. The system checks to see if there is any transaction associated to this vendor.

• If there are no transactions, the Purchase Order will be deleted.
• If there are transactions, a dialog box will indicate that there is data associated to the vendor and you are given the option to make it obsolete. Click one of the following:
• Set Status as Obsolete, or
• Cancel to disregard any changes and close the dialog box.

Note: To export the search results to Microsoft Word, Microsoft Excel, or Comma-Separated Value (.csv), click the appropriate Export link in the Search Results screen. This will generate a print dialogue box specific to your computer.

Related Topics

• Purchase Order Definitions