How do I edit a purchase order using Connect Online? (2021.02)

Connect Online Accounts Payable

If you use Connect Online to submit a purchase order, you can also use Connect Online to edit unapproved purchase orders.

To edit a purchase order in Connect Online,

the purchase order was submitted using Connect Online, and
the purchase order has not been approved.

In earlier versions, making changes to a purchase order meant contacting the application administrator, manager, or the approver who is reviewing the purchase order. The changes in 2023.08 allow you to make changes to any unapproved purchase order.

Editing a purchase order

Use the Accounts Payable Lookup widget on My Dashboard to enter the vendor name or number, and then press Enter.

Click on the vendor name.

Click to select Purchase Orders.

Click to select a purchase order and then expand the purchase order detail.

You can see the purchase order details. There's a button at the beginning of the row. Click the to make changes to the purchase order detail.

Use the Edit PO Detail window to update the purchase order detail, and then click .

202302, 2023Apr05