You've filled out your purchase order details and now you need to choose your next action. See your options below to decide the best action for your workflow.
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Before proceeding with your next action, ensure that you have created a purchase order. If you do not have all the details ready, you can save the PO as a draft and return later to add products, prices, and other necessary information.

Edit Line Details
Although each tab has its own function and purpose, there are a few commonalities that can be used through all. For Approved POs, line items can still be edited to reflect necessary changes, but for Ordered and Complete tabs, no edits can be made going forward.

Below are the common functions that can be use between Draft, Approval and Approved tabs.
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You can edit specific lines individually or by the entire column. Below, If I click the drop down on the light grey section of the column, (highlighted here in red) I will change the detail of the entire column. For example If I want to change the Tax Code on this entire row ( entire doc) I click that light grey header and select my tax rate. If I want to change an individual line, I simply click the section I want to change on the line (highlighted in blue)
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In Each of the mentioned tabs, you can amend the delivery instructions up until the PO is approved. This is found to the bottom right of Panel 2:

The ALL OPEN tab shows you a log of everything that currently sits as a PO, except those within the Completed tab. A number of headers are shown here that will show who the supplier is, date created, Delivery date and so on. The Status toward the end will show where the PO currently sits within the workflow of you PO section. For example, Approved Status means that that PO is sitting in the approved tab. Ordered means the PO is Ordered and sits in the Ordered tab.

You can arrange to show and hide various headings that you want by clicking the 3 small dots to the top right of this panel.
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Clicking this icon opens a dropdown that allows you to check and un-check what you want presented to you.

Clicking any of the documents in your ALL OPEN tab will populate Panel 2 with the details of the selected PO. Any POs with the status of draft or awaiting approval can be edited directly from this ALL OPEN tab.

To locate and edit a PO created by someone else, use the Archive: Go to Archive, set Doc Type to "Purchase Order," enter the PO number, adjust the PO Date, and open the PO in the workflow to make changes.

When you create a PO, you can save it as a draft for later changes. To do this, create the purchase order and select, Save as a Draft.

This flexibility allows you to adapt to changing requirements during the purchasing process, ensuring that you can finalize details at your convenience.

When you save as a draft, the PO will be relocated to the DRAFT tab.

You can edit any of the lines within the Drafts Tab in Panel 2. To edit, simply click on the section you wish to edit and click save. Here is an example, below highlighted in red are all of the sections that I can change.

If you encounter issues while editing, ensure that all mandatory fields, such as the PO Date, are filled.

​Changes are saved automatically, but always remember to click SAVE at the bottom right to confirm changes as a backup.

You can preview a PO at any point of the workflow by opening Panel 3 via the toggle at the top right of the screen or by clicking the left arrow in Panel 2.

Clicking either of these buttons will open the PO image for review in Panel 3. You can then click the same arrow to hide Panel 3 or click any of the other toggle options to view a different panel layout.

In the Approval tab, you will have those POs that are awaiting approval. The User that has approval permissions will come into this tab and check the PO by clicking on the PO line in Panel 1. This will bring up the data in Panel 2 for you to check. You can Edit, Delete and Change any information here if needed. But if all is well with the PO, click the Approve button.

To ensure the approval task is properly created for the chosen approver, use the "Send for Approval" option from the dropdown menu next to "Send to Approved." Avoid selecting "Send to Approved," as this action attempts to mark the PO as approved without completing the approver’s step, which will be blocked if approval is required.

This will then move the PO to the next tab.

To edit any of the lines within the Approval Tab in Panel 2, click on the field you wish to edit, make your changes, then click Save. Below is an example; the red hightlighted fields are available to edit.

The approved tab will show any POs that have been approved:

Approved tab shows all POs that have been approved and will sit for further action. To order the PO from the Approve tab, it is the same process. Click the Order Now button in Panel 2.

You will also have three other buttons here:

Anything that has an action against a PO will be logged in the Activity tab for record.

When Order Now is clicked, the PO will then move to the next tab in the workflow called Ordered
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When the Order is complete, simply click Complete
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You cannot edit anything here as the PO has been ordered, unless you have the 'Edit After Order' permission, and ordered POs cannot be returned to Draft. To make changes, void the PO and create a new one. Note that the new PO will have a different number, which may affect invoice matching.

If a PO bypasses the approval process and is marked as "Ordered," you cannot move it back to the approval stage. To resolve this, void the existing PO, create a new PO, and select "Send to Approved" while avoiding the "Order Now" option from the dropdown menu.

In the Completed Tab, you will see all previously completed POs. Clicking on the line of a particular PO will show the information for it in Panel 2.