Manage a purchase order: view, edit, share, delete

Use the three-dot menu on a purchase order row to view or edit, share, or delete the PO.

Purpose. Use the three-dot menu at the end of a PO's row to view or edit, share, or delete the PO.

Before you begin. The menu depends on the PO: Share PO appears on Supplier POs only, and an automatically created PO offers Add Details instead of View Details (see the Automatically created purchase orders page).

View or edit a purchase order

Select View Details

Select the three dots at the end of the PO's row, then View Details.

Select the three dots at the end of a row for View Details, Share PO and Delete PO.

Edit Purchase Order opens

Edit Purchase Order opens. PO Number, Ship From Partner and Ship To Partner cannot be changed. Change the locations, the order information or the line items as needed.

View Details opens Edit Purchase Order. PO Number and partners are read-only; locations are editable.

Select Save Changes

Select Save Changes.

Why it matters. Edits you make to a Supplier PO that is already shared with the supplier are reflected in that supplier's account. Changes the supplier proposes (when the PO was shared With Revision) come to you to accept or deny.

Expected result. The drawer closes and the row shows the updated details.

Troubleshooting. Keep this drawer distinct from the one that opens when you select the row itself, which shows linked shipments (see the Linked shipments: inspect, include and unlink page).

Before you begin. Only Supplier POs can be shared, and only with a Trade Partner that is connected on Wholechain.

Select Share PO

On Supplier POs, select the three dots at the end of the row, then Share PO.

Choose With Revision or Without Revision

Under Select sharing type:, choose With Revision (the partner can propose changes to the PO details, and you are prompted to accept or deny them) or Without Revision (the partner cannot change the PO).

Share PO asks you to select a sharing type. Share stays disabled until you choose.

Select Share

Select Share.

Why it matters. A shared PO lets the supplier see what you ordered and, with revision, correct details before shipping.

Expected result. The PO is shared with the partner.

Troubleshooting. If the partner is not connected on Wholechain, the share fails and no message explains why. Check the partner's connection status on the Trade Partners page.

Delete a purchase order

Select Delete PO

Select the three dots at the end of the row, then Delete PO.

Read the Delete Purchase Order message

Read the Delete Purchase Order message. Select Delete to confirm, or Cancel to keep the PO.

Delete PO opens a confirmation. Select Delete to remove the PO, or Cancel to keep it.

Why it matters. The message states that this action cannot be undone.

Expected result. The PO disappears from the list. Its linked shipments are not affected; they become available to link to other POs.

Field and action reference

Row actions

Action	Available on	What it does
Click the row	All POs	Opens the shipments drawer (see Shipments drawer).
View Details	Supplier, Customer and Self POs	Opens Edit Purchase Order.
Share PO	Supplier POs only	Opens Share PO (see Share PO).
Delete PO	Supplier and Customer POs	Opens the delete confirmation (see Delete PO).
Add Details	Auto-created POs	Opens Edit Purchase Order so the missing details can be added. Replaces View Details and Share PO; Delete PO stays.

Edit Purchase Order

Opened from View Details or Add Details. Title: Edit Purchase Order - <PO number>. Select Save Changes to save.

Field	Editable
PO Number	No
Ship From Partner, Ship To Partner	No on a manually or bulk-created PO. On an auto-created PO the Trade Partner entered must match the Trade Partner already on the PO.
Ship From Location, Ship To Location	Yes
Order information fields, line items	Yes. Remove deletes a line when there is more than one.

The drawer does not show Visibility or the sharing checkboxes.

Opens Share PO with "Select sharing type:" and the options With Revision (the connected partner can propose changes, and the issuer accepts or denies them) and Without Revision (the partner sees the PO but cannot change it). Share is disabled until an option is selected. With With Revision, the partner can propose changes to the PO details and you are prompted to accept or deny them. A PO cannot be shared with a Trade Partner that is not connected on Wholechain: the share action fails, and no message explains why. Edits you make to a Supplier PO already shared are reflected in that supplier's account. Share PO appears on Supplier POs only.

Delete PO

Shows Delete Purchase Order: Are you sure you want to delete PO "<PO number>"? This action cannot be undone. Buttons: Cancel, Delete. Deleting a PO does not affect its linked shipments. They become available to link to other POs.

Watch the walkthrough

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