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

  1. From the Main Menu under Expense, select Purchase Order.
  2. Select List View then Posted. Select the purchase order to be modified.
  3. Select Details.
  4. Edit required fields, such as Date, Description, Amount, Category, or Supplier.
  5. Enter a clear Reason for the change.
  6. 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.
  • Unable to edit fields as purchase order partially fulfilled - use Complete to close the purchase order.

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