Operations Order Management - View & Edit Order Item Purchase Order & External Purchase Order Numbers

1. Navigate to "Orders" Section

   To view and edit purchase order numbers on line items in an order, you will first need to navigate to the "Orders" section in the Operations Portal. In order to access and update "Orders", you will need to be set up either as an "administrator" or a "superuser", or have the following roles: "dispatch", "orderEdit", "orderView", "crmCompanyOrderView" and "crmCompanyOrderEdit". Just a reminder, "crmCompanyOrderView" and "crmCompanyOrderEdit" access only allows employees to view company orders that are assigned to them.

   

2. Click the more details icon

   Locate your order and click on the more details icon to view additional order details.

   

3. Click "Items" Tab

   Then, click the "Items" tab to view the line items on the order.

   

4. Click "Show/Hide Columns" icon

   By default the "External Purchase Order #" and "Purchase Order #" fields are not displayed. To add them, click the "Show/Hide Columns" icon to expand the menu.

   

5. Select "External Purchase Order #" Column

   Select "External Purchase Order #".

   

6. Select "Purchase Order #" Column

   Also select "Purchase Order #".

   

7. Verify Columns

   The added columns now appear in the grid.

   

8. View and Edit the fields

   You can now view and edit these fields as needed.