Edit purchase orders in Reckon One

Learn how to edit purchase orders of any status in Reckon One.

Before you start

You’ll need to enable purchase orders in your book first.

Edit an open or draft purchase order

To edit an open or draft purchase order: 

1. In the Day to day menu (Money out section), select Purchase orders. 
2. Click on the purchase order. 
3. Make the necessary changes. 
4. Choose one of the options to Save: 

• Save only 
• Save & new to save and create a new blank purchase order
• Save & close to save and return to the purchase order list screen.

Edit an approved purchase order

To edit an approved purchase order, you'll need to first revert it to draft:

1. In the Day to day menu (Money out section), select Purchase orders. 
2. Click on the purchase order. 
3. Click on the Actions menu, then select Revert to draft. 
4. Make the necessary changes. 
5. Choose one of the options to Save: 
   • Save only 
   • Save & new to save and create a new blank purchase order
   • Save & close to save and return to the purchase order list screen.

If approvals are on, the purchase order will need to be approved again before it can be converted to a bill.

Edit a partially billed or billed purchase order

To edit a partially billed or billed purchase order, you need to first unlink the bills from the purchase order.

Edit a closed purchase order

When an purchase order has been closed, you need to reopen the closed lines to edit.

Read more

• Learn how to close, cancel or delete a purchase order