The process to update existing Purchase order details is as follows:
Navigation: Menu > Purchase Order App > Listview > Select the Purchase Order > Edit (Pencil Icon)
| Field name | Description |
| Organization Name | By default the system name of the organization; if user wants to change it, click on the ‘x’ option and select the organization name from the drop-down list |
| Order details | |
| Organization Contact | By default system shows Organization’s point of contact person name for the vendor and if user wants to change it, select a contact person name from the list |
| LoB | By default system loads LoB segment of the vendor and if user wants to change it, select a LoB name from the list |
| Sales Person | By default system shows Sales person name for the vendor and if user wants to change the sales manager, select new manager name from the list |
| Bill From | By default system shows Bill From address of the company and if user wants to change the address, select a new address name from the list |
| Ship From | By default system shows Ship From address of the company and if user wants to change the address, select a new address name from the list |
| More Options : For Advanced Options about the order, user can click on More options | |
| Priority Order | If user wants he can make order as Priority order by clicking on the checkbox |
| Advance Order | If user wants he can make the order as Advance order by clicking on the checkbox. |
| Set an Order on Payment date from the calendar | |
| Future Order | If user wants he can make the order as Future order by clicking on the checkbox. |
| Set an Future order date from the calendar | |
| Series | By default system loads Series name and if user wants to change it, select a new Series name from the list |
| Consultant | By default system shows Consultant name and if user wants to change the Consultant name, select from the list |
| Hide BOM items | If user wants to hide BOM (Bill of Materials) items of the order, click on the checkbox to apply |
| Company name | By default system loads Company name and if user wants to change it, select a name from the list |
| Bill To | By default system shows Bill To address of the vendor and if user wants to change the address, select a address name from the list |
| Ship To | By default system shows Ship To address of the vendor and if user wants to change the address, select a address name from the list |
| Currency | By default system loads the Currency for payments and if user wants to change it, select a currency from the list |
| Exchange rate | By default system loads Exchange rate of the currency and if user wants to change it, enter a Exchange rate from the list |
Summary
By default system displays order summary details and if user wants to update existing PO date, Payment term, payment type, and order date, apply the details required details in the fields
| Field name | Description |
| PO Date | System automatically shows PO (Purchase Order) date of the order and if user wants to change it, set a new date from the calendar |
| Ref No. | By default system shows Reference number of the order and if user wants to change it, enter a reference number for the order |
| Payment term | By default system shows Payment term allotted for the order and if user wants to change it, select a new Payment term from the list |
| Delivery date | System automatically shows Delivery date of the order and if user wants to change it, set a new date from the calendar to apply |
| Payment type | By default system shows Payment type allotted for the order and if user wants to change it, select a new Payment type from the list |
| Order date | System automatically loads Order date as when it is placed and if user wants to change it, set a new date from the calendar to apply |
| Tax type | By default system shows Tax type allotted for the order as it is inclusive or exclusive and if user wants to change it, select a Tax type from the list |
| Description | User can comment or enter short notes about the Purchase Order |
Apply the required changes and click on Save.