Often times you become aware of Purchase Order Item details – such as courier information and purchase ETA / ship / actual ship dates – only after you initiate the Purchase Order. You may update these on the Purchase Order at as the information is received.
- Go to the Purchase Order (“PO”) record > Line Items tab > Details sub tab
- Click the form EDIT icon and complete information as needed, such as Courier, Waybill, ETA, etc. Note: the Comment field will auto-populate with any Comment listed on the Master. The Receive Date will populate when the PO is received.
- Click the form SAVE icon
- Alternatively, you may highlight an item in the Line Items grid and use the grid Extended Menu to make these changes.
- Repeat the above as necessary until all the PO Item details are updated according to your needs
Important: Once a PO is in CONFIRMED Status, you may only use the second method (step 4 above) to make these changes