Edit or Delete a Purchase Order

Edit or Delete a Purchase Order

Edit Purchase Order 

Role Required: SDAdmin, Technicians with Edit permission for Purchase.

To edit a purchase order,
  1. Go to the Purchases module.
  2. Click on the purchase order in the list view and click Edit.  Alternatively, you can access the Edit button on the purchase order details page.  
  3. Make the necessary edits and click Save.

 

Delete Purchase Order 

Role Required: SDAdmin, Technicians with Add permission for Purchase

To delete a purchase order,
  1. Go to Purchases.
  2. In the purchase list view, select the purchase orders using the check boxes and click Delete.   Alternatively, you can also access the Delete button on the purchase order details page.
  3. Select Yes on the confirmation pop-up.

    • Related Articles

    • Purchase Order Template

      You can create purchase order templates to raise and track purchase orders for products and services. The template contains fields necessary to collect details of the items to be purchased. You can also define and include additional fields to gather ...
    • Purchase Views

      Purchase filters help you view purchase orders in organized categories. This makes it easy to identify and track purchase orders. Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase You can view purchase orders (POs) in the ...
    • Purchase Management

      Default Values Configure default values to be populated in the new purchase order (PO) form. You can set default values such as the default currency, default tax rate, billing & shipping address, and terms & conditions of the purchase. Configure ...
    • Canceling a Purchase Order

      If you accidentally created a purchase order or if the ordered items are no longer needed, you can cancel it. A purchase order that is created, approved, or ordered can be canceled. However, you cannot cancel a purchase order after the items have ...
    • View Purchase Order Details

      Role Required: SDAdmin, SDGuest, Technicians with View permission for Purchase After raising a purchase order, you can track its updates, approval status, invoice, payment, related conversations, and more from the purchase order details page. To view ...