Please note that the line items can only be edited when the request/purchase order is in the Draft stage.
Prerequisites
Necessary permissions to edit request/purchase orders.
A draft request/purchase order.
Step-by-Step Instructions
Open the Document
Open the request or purchase order, by clicking on the document number.
Edit Line Items
Go to the line item section and click on edit (pen icon) to edit an existing item.
Update the Item
Make the necessary changes and click on Update item to save the changes.
FAQs and Troubleshooting
Can I edit line items in an approved Request or PO?
No, an approved Request cannot be edited. However, if the request is still in the "Pending Approval" status, then you can withdraw the request to make the changes.
For a Purchase Order, you must first change the purchase order to the Draft stage before editing line items.