This is an add-on feature available for an additional charge. Contact Airbase Customer Success team to learn more.
Open Purchase Orders in Airbase can be edited to fix the discrepancies on a PO. It also comes in handy if there were any changes to your contract with the Vendor.
Users need Manage All Purchase Orders User Permission to update an open Purchase Order.
Go to Purchase Orders > Open to find all open POs. Locate the PO you want to update.
Edit Information option on PO details section and General Ledger section allows you to edit the following fields on an open PO:
- Buffer Amount.
- Service Start Date.
- Service End Date.
- Upload Files
- GL Categories.
- GL Line Tags.
- GL Vendor.
- Transaction Tags.
If the Amount, Service Start Date, or Service End Date fields are updated, Airbase will generate a new Purchase Order. An email will be sent to the Spend Owner with the new PO document attached. Forward the email with the new PO to your Vendor to keep them in the loop of the changes.