Edit Unit Settings of Purchase Orders

Use the Purchase Order submodule to edit the unit settings of purchase orders of selected jobs.

To use the Purchase Order submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To edit the unit settings of a purchase order:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List and highlight the job with the purchase order that you want to edit the unit settings of.
  3. On the side toolbar, click Purchase Order.
  4. On the grid toolbar, use the drop-down list to select the purchase order that you want to edit the unit settings of.
    Alternatively, click Open purchase order list and in the Purchase Order List dialog box, highlight the purchase order that you want to edit the unit settings of.
    Note: You can only edit the basic settings of a purchase order that has not yet been approved or locked for changes.
  5. Click , hover over Edit basic settings, and select Edit unit settings.
    Alternatively, at the lower right part of the screen, just above the footer, click Units.
  6. In the Units dialog box, make the necessary edits to the number of units.
    WorkBook adjusts the cost per unit, accordingly.
  7. Click Close .