How to make changes to a purchase order

You can make changes to a purchase order only until the first invoice has been processed. Once the first invoice is processed, the purchase order is considered confirmed and cannot be modified.

To make changes to a purchase order

1. Open your project.
2. Go to Purchase orders in the project menu.
3. In the list view, select the purchase order you want to edit.
4. Click Change in the top-right corner.
5. Add a reason for the change (for example, “I want to change the description”).
6. Click Archive and change.

When you do this, the current purchase order will be archived, and an identical draft version will be created. You’ll be taken to the purchase order creation view where you can make the necessary adjustments — for example, update the description or change the reference number.

7. After making your changes, click Submit to confirm the updated purchase order.

To change contact details on a purchase order

Even after confirmation, you can still update contact information.

1. Open the purchase order.
2. Go to the Summary tab.
3. Scroll to the bottom where you see Supplier contact and Your contact.
4. Click either field to change the respective contact.

Note: Changes other than contact updates are only possible before the first invoice is processed.