Show me a how-to walkthru in the app:
1. Edit a Purchase Order
First, in the left-hand menu, use the search field to navigate to the Purchase Orders.
2. Click on the PO you would like to edit
Next, click on the PO you would like to edit.
3. Click Edit button
Then, after clicking on the PO, click the Edit button.
Once a PO is fully approved and the status is Uncommitted or Open, all fields on the PO are editable. Detail lines within a partial PO that have a status of Open may be edited. If a line shows a status of Partial, it always needs to be reissued in order to change the amount or coding preferences, if codes are required for budgeting. Only the description in the Summary section can be edited on a closed PO. Closed detail lines within a partial PO may be cloned, instead of reissued.
4. Save the Edit
Now, make necessary changes and click Save.
5. Return to Purchase Orders List
Then, once you save, click Back To Purchase Orders to navigate back to the main list of purchase orders.
6. Select Another Purchase Order
Now, click on a purchase order to open it for editing and management.
7. Click Edit button
Then, after clicking on the PO, click the Edit button.
8. Close Detail Line
Next, using the Action button you can click Close Detail Line to mark a specific line item within the purchase order as closed.
9. Save the Edit
Now, click Save to confirm and apply the closure of the detail line in the purchase order.
10. Return to Purchase Orders List
Then, once you save click Back To Purchase Orders to navigate back to the main list of purchase orders.
11. Purchase Order Actions
Next, you can click the Actions button to access options available for purchase order handling, such as Close, Clone, Amend Purchase Order.
12. Select Clone Option
Now, click Clone from the Actions drop-down menu to create a copy of the selected purchase order for editing or reuse.
The Clone option is only available for fully approved and committed POs.
13. Edit Clone PO
Then, enter the details of the clone PO and click Save or Submit.
14. Select Close Option
Next, another option is to click Close from the Actions drop-down menu to close the selected purchase order.
15. Confirm Close Action
Now, click Confirm to complete the closure of the purchase order.
16. Select Void Option
Next, another option is to void a PO If the PO is uncommitted.
17. Confirm Void Action
Now, click Confirm to finalize and apply the void status to the PO.
That’s it! You have successfully edited, cloned or closed a PO in GreenSlate. If you have any questions or need more help, please visit our Help Center, chat with our support team, or reach out via email to [email protected]