Editing a Client PO

This article covers the editing of Client POs.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Work to expand the corresponding menu.
  3. From the Work menu items, click Clients.
  4. From the Clients List page select the Client name to access the Client Edit page.
  5. Upon the Client Edit page displaying, click the POs tab.
  6. Click a PO that requires editing.

    Click New from the Client's POs tab

    Tip: To narrow down the list, you can perform a seach based on Name, PO# and Project. Enter the corresponding search value, then click the Search button . For further derails refer to Searching for an item.

  7. Edit the fields as required.

    Edit the field(s)