iLab Help > Core Admin > Billing & Invoicies
 

how do i review and edit purchase orders?

STEP 1: Open the pending purchase order record.

From the core’s homepage, click on the PO tab. (Figure 1) 

Figure 1: Click the PO tab.

STEP 2: Open the purchase order.

Click on the PO Number on the purchase order list view. (Figure 2) 

Figure 2: Open the purchase order.

STEP 3: Review/Edit the details of the purchase order.

To edit the details of the purchase order, click on the pencil icon. (Figure 3) 

Figure 3: Click the pencil icon to edit the details.

STEP 4: Approve or reject the purchase order record.

If the purchase order is pending you will have the opportunity to approve or reject it. (Figure 4) 

Figure 4: Approve or reject the purchase order.

If the purchase order is already approved, you may click the revert to pending button to withdraw approval and return the purchase order to a pending status. (Figure 5) 

Figure 5: You may remove the approval if you wish.


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