Prerequisite
❕The orders you can edit depends on the creator of the order:
✔️If it was created by you or another user of your company, you're able to edit it.
✖️If users of other companies uploaded it, you don't have the rights to edit it and will need to ask that company user to do so.
Select the order from your overview and you will land on the 'Overview' tab
The small text in grey at the bottom of the order information on the left side will indicate the name and company of the order creator:
Case 1: Changing the supplier of a purchase order
❕This change is only possible if the purchase order is not linked to any sales orders.
In the 'Purchase Orders' overview page, scroll your mouse to the right and find the column 'Linked SOs'. If you see the 'Link SO' box, you can proceed with changing the supplier.
In this example, the supplier in the last purchase order of the table can't be changed, as it already has a linked SO:
To change the supplier of a purchase order, first click on that PO from your overview, then on the 'Edit' button on the top right side:
Click on the supplier name you would like to change to see a list of other suppliers in your network and select the one it should update to:
A confirmation message will appear to ensure you intend to update the order:
Case 2: Revise other order information
👉If you'd like to update order information besides the supplier, there's no need to check if the purchase order is linked with any sales orders.
To start, click on the purchase order you want to edit on either the Order ID or the 'View' button:
Case 2.1: Revise a PO between you and your supplier
Click on the 'Edit' button on the top right of the page to edit the order information:
After making your edits, make sure you click on the 'Save changes' button on the bottom right of the page!
Case 2.2: Revise a PO between your indirect suppliers
Navigate to the 'Tracing' tab to see your upstream and indirect suppliers in a tracing map and click on the connecting line between the two companies:
Click on the PO ID to open that order page:
Click on the 'Edit' button on the top right of the page to edit the order information:
