Overview

You can edit an order by clicking the Document Actions menu and then ‘Edit’. 

1

Edit permissions

Users need the correct permission set to be able to edit an order.

An Originator can edit their own orders, provided they have the “update”  purchase order permission.

In addition, anyone with the Finance role can also edit orders. If the user doesn’t see the edit icon, it will be for one of the following reasons:

  1. They are not the originator
  2. They don’t have the update permission set
  3. They don’t have the finance role.

Permissions and roles are set in Admin > Settings – if you cannot see this, you are not a systems administrator and you will need to speak with your systems admin.