Purchase Order & RFQ Editing

How to Find and Edit Open Purchase Orders and RFQs in 10X ERP

This video explains how to locate and edit existing open Purchase Orders (POs) and Requests for Quote (RFQs) in 10X ERP. Users can find POs by searching recently viewed documents, entering the PO number directly in the Search Field, or accessing the Purchase Order table.

Once a PO is opened, edits can be made to key fields like quantity, cost, ship date, and delivery date. The system logs all changes in the audit trail, and updates can be published and sent to vendors.

• Search for POs via Recently Viewed, Direct PO Number Entry, or Purchase Order Table
• Open a PO and Review Item Details and Receiving Status
• Click Edit Pencil Icon to Modify Fields such as Quantity, Cost, Ship Date, or Delivery Date
• Apply Ship Date Change to All Lines if Needed, Confirm Changes
• Check the Audit Trail to View a Log of All Edits Made
• Publish and Send PO to the Vendor After Edits
• Repeat Same Steps for RFQs as Long as the RFQ is Still Open