Views:

What

A Purchase Order can be deleted, or be unassociated with a Placement record (without deleting it). 

 

Where

Clients > Client record > Related tab > Purchase Orders

 
 

From here you can see the existing Purchase Orders. Click in the PO number you are looking to remove.

 
 

Delete a Purchase Order

From the Purchase Orders tab, click the blue tick-box of the order and click Delete Purchase Order

 

Remove Association with a Placement

NOTE: The Purchase Order still exists in the Client record after removing it from a Placement, and can be used again if necessary. 

From the Purchase Orders tab, click the blue tick-box of the order and click Edit. This will open the Purchase Order record. 

 
 

Within the Purchase Order record, go to the Placements tab > click the blue tick-box of the order > click (kebab menu) > Remove

 
 

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