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Change the purchase order number before it's issued

  • Updated

There are two options to change the purchase order number before the PO is issued.

  1. PO Issuance phase
  2. Utilizing draft orders

PO Issuance

If you are following the steps to create a purchase order, manually type in a purchase order number when you arrive at the field that is blank. For information on how to create a purchase order, follow the instructions here.

Draft Orders

If you've already saved the purchase order as a draft, follow these instructions to change the purchase order number.

  1. Use global search on the purchase order number or the part number
  2. Go to the Order view dropdown
  3. If you have a customized view use that or click into the Open orders view
    • Filter PO Status to be equal to Draft. This is the quickest way to find the order.
  4. Click into the PO or hover over the row to expand Open order details and click the icon
  5. Underneath the ISSUE PURCHASE ORDER button
  6. Edit the text
  7. Manually type in the purchase order number.
  8. Click Save.

Note: After the PO is issued, you cannot change the purchase order number. You will need to delete the PO and create a new purchase order to change the number.