All purchase requests and purchase orders are batched automatically after you have saved them and you can edit these at a later time.
Some fields may be disabled when the transactions is edited depending on the actions you have previously carried out on the orders.
You can create a purchase request through the Purchasing module. For more information on how to create a purchase request, please follow our Enter a purchase request article.
To convert your purchase requests to purchase orders, please refer to our Converting a purchase request to a purchase order article.
There are a few different ways that you can edit your batched requests.
Edit a purchase request from a supplier
Click Creditors then click on Suppliers.
Note: All suppliers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the supplier you want to work with.
Note: The Action Panel opens automatically from the right-hand side of the screen.
Click on Outstanding Orders.
Note: All outstanding orders, purchase requests and credit notes are displayed. You can narrow down your search by using the advanced filters.
Select the checkbox in front of the transaction you want to work with.
Note: The Action Panel opens automatically from the right-hand side of the screen.
Select Edit Order card to edit your request and once you are done click Save.
Edit a purchase request from the Outstanding Orders Enquiry
Click Purchasing then Enquiries.then click Outstanding Orders.
Note: All outstanding orders, purchase requests and credit notes are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the transaction you want to work with.
Select Edit Order card to edit your request and once you are done click Save.