{"id":21005,"date":"2021-03-24T02:24:42","date_gmt":"2021-03-24T02:24:42","guid":{"rendered":"https:\/\/www.psoda.com\/help\/?page_id=21005"},"modified":"2023-08-24T01:38:44","modified_gmt":"2023-08-24T01:38:44","slug":"a522","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a522\/","title":{"rendered":"Edit purchase order form"},"content":{"rendered":"
This popup<\/a> form can be accessed via the \"Edit<\/a>edit button in the top header area of the purchase order view page, as shown in Figure 1. Alternatively you can access the \"Edit<\/a>edit popup form via the \"Actions<\/a>actions column menu of the Purchase orders<\/strong> tab at the project view page, as shown in Figure 2.\r\n

\"\"<\/a><\/p>\r\n

Figure 1 – Access via edit button<\/strong><\/p>\r\n

\u00a0\"\"<\/a><\/p>\r\n

Figure 2 – Access via purchase orders tab<\/strong><\/p>\r\n

This popup is shown in Figure 3 and is used to update the purchase order from the selected project.<\/p>\r\n

\"\"<\/a><\/p>\r\n

Figure 3 – Edit purchase order form<\/strong><\/p>\r\nThis form has the following fields:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Parent asset:<\/th>\r\nThis read-only<\/em> field shows the project that this purchase order is being added to.<\/td>\r\n<\/tr>\r\n
Description:<\/th>\r\nEnter a description of this purchase order here.<\/td>\r\n<\/tr>\r\n
Order date:<\/th>\r\nSelect the date for this purchase order here.<\/td>\r\n<\/tr>\r\n
Vendor:<\/th>\r\nSelect the vendor for this purchase order here.<\/td>\r\n<\/tr>\r\n
New vendor name:<\/th>\r\nIf you are adding a new vendor, enter their name for this purchase order here.<\/td>\r\n<\/tr>\r\n
General ledger:<\/th>\r\nEnter the general ledger of this purchase order here.<\/td>\r\n<\/tr>\r\n
Tax included:<\/th>\r\nSelect if tax is included in this purchase order here.<\/td>\r\n<\/tr>\r\n
Amount:<\/th>\r\nEnter the amount of this purchase order here.<\/td>\r\n<\/tr>\r\n
Tax percentage:<\/th>\r\nEnter the tax percentage of this purchase order here.<\/td>\r\n<\/tr>\r\n
Budget item:<\/th>\r\nSelect a budget item to link this purchase order to.<\/td>\r\n<\/tr>\r\n\r\n<\/tbody>\r\n<\/table>\r\n\r\nOnce you are happy with your selection click the “Update purchase order<\/strong>” button at the bottom of the form. This will update the purchase order with the information that you supplied.\r\n\r\nClick the “Cancel<\/strong>” button if you no longer want to update this purchase order.<\/div>\r\n

Related topics<\/h4>\r\n