Purchase Order Edit Window

Purpose

Maintain details for a Purchase Order.

How to… Open the Purchase Order edit window

1. Click Material Manager - Purchasing - Purchase Orders then.
The Purchase Order edit window opens.

2. Click + in the toolbar.

3. Enter the required data in each of the applicable tabs.
Header
Details
Total
Classifications

Notes

4. Save the record.

5. Link the following details to the record.
Purchase Order Items.

Business rules

A Purchase Order Item can only be deleted if the Status of the Purchase Order is “Awaiting Approval”.
A Purchase Order Item cannot be deleted if the Status of the Purchase Order is “Approved”, “Placed” or “Closed”.
A Purchase Order Item cannot be cancelled if the Status of the Purchase Order is “Placed”.

What can I do?

These non-standard tools are available on the Purchase Order edit window.

Click…	To…
	Change the status of the Purchase Order. Refer to Change Purchase Order Status.
	Generate a Receipt for a Purchase Order with Status “Placed”. Refer to Generate Receipts from Purchase Orders.
	Print a Purchase Order.

Linked detail records

The following items can be linked to a Purchase Order.