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Editing POs After Invoicing

Once a delivery or invoice has been added to a purchase order (PO), certain fields become locked. This is by design to maintain the integrity of the 3-way match between what was ordered, delivered, and invoiced.

What You Cannot Edit

For a PO that has a delivery or invoice attached, you cannot edit the following details:

  • The supplier
  • Existing items on the PO, including their price or quantity

What You Can Edit

You can still edit a wide range of other details on the PO, including:

  • PO Title
  • Currency
  • Due Date
  • Department
  • Delivery Address and Date
  • Project
  • GL Account
  • Any custom fields
  • Cost fields
  • Payment terms
  • Terms and conditions
  • Required documents
  • Additional notes
  • You can also add new line items to the PO (and edit their price and quantity)

How to Make Changes to Locked Fields

If you need to change a locked field, you must first delete the associated delivery or invoice. Once the related records are removed, the purchase order can be fully edited.

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