Overview
Modify a posted PO to update details such as date, description, amount, category, or supplier information.
Before you begin
- Purchase Order Modifications must be enabled by a District Administrator in Accounting Settings.
- You cannot modify a PO that is partially fulfilled. Use Complete to close it.
Steps
- From the Main Menu, click Expense >Purchase Orders.
- Click on List View then Posted.
- Select the purchase order to be modified, then click on Details.
- Edit required fields, such as Date, Description, Amount, Category, or Supplier.
- Enter a clear Reason for the change.
- Click Save.
Outcome
The Purchase Order is updated and the reason is stored for audit purposes.
Troubleshooting
- Unable to edit fields - confirm the modification setting is enabled and you have permission. Partially fulfilled POs cannot be edited. Click Complete to close the purchase order.