Manage Purchase Orders (Edit & Void)

Q1. How do I edit a Purchase Order?

• Hover over or click an order → click the 3-dot icon → choose edit. 

Q2. Can I bulk edit (quick fix) Purchase Orders?

• Quick fix is not yet supported for orders.

Q3. How do I duplicate a Purchase Order?

• Hover over or click an order → click the 3-dot icon → choose duplicate. 

Q4. Can I delete a Purchase Order?

• Orders cannot be deleted, only voided.

Q5. How do I mark a Purchase Order as confirmed?

• Open a Pending order and click View Actions → Accept

• You can also bulk accept by selecting multiple requests and choosing Accept.

Q6. How do I void an active Purchase Order?

• Hover over or click an order > click the 3-dot icon > select Void

• You can also bulk void by selecting multiple requests via checkboxes.

Q7. Why can’t I void an active Purchase Order?

• There is an associated bill linked to the order that must be voided first.

Q8. Can I bill only a part of the Purchase Order?

• Yes. You can create an bill for only part of the total order amount. This will update the order status to Partial.

Q9. Can a fulfilled Purchase Order still be edited?

• Yes. You can still edit details in a fulfilled order. However, changes made to the order will not affect the linked Bills.

Q10. How do I view the related request to a Purchase Order?

• Open an order and in the summary modal, the related request will be listed.

Q11. How do I view related bills to a Purchase Order?

• Open an order and click Related Bills to view all linked bills.

Q12. If my Purchase Order is related to a repeating request, will it automatically create an order?

• No. A repeating request will not automatically create an order, it needs to be converted individually.

Q13. My Purchase Order was under Full status but suddenly changed to Partial/Confirmed. What happened?

• Possible reasons for this change:

  • Related bill amounts were reduced below the order total.

  • The order amount was edited, increasing the order total above the linked bills.

  • Related bills were voided, reducing fulfillment and reverting the status to Partial or Confirmed.

Q14. Why can’t I create a draft Purchase Order?

• Purchase Orders are confirmed commitments to suppliers, so they are created as final records.

• Use a Purchase Request if you need a draft or pre-approval stage.

Q15. If I directly create a Purchase Order, will it also create a Purchase Request?

• No. A Purchase Order can stand on its own.

Q16. If I edit a Purchase Order linked to a Purchase Request, will it update the Purchase Request?

• No. Purchase Orders and Purchase Requests can be linked but remain independent documents. Changes made to one will not affect the other.