Editing an Incorrectly Assigned PO Number

If you have mistakenly assigned the wrong PO number to a user, follow these steps to correct it.


Steps to Edit a PO Number in Upvise:

  1. Log into Upvise

  2. Open "Workbench Central" 

  3. Click on the "PO Numbers" option

  4. Select the user from the list 

  5. Edit the "Next PO Number" field and click the back arrow to save 

  6. Refresh your app 

  7. Ask the user to reload Upvise on their device

    • They may need to log out and back in to receive the update



Important Notes: 

  • While PO numbers can be edited in Workbench, changes made there will not automatically sync to Upvise. 
  • You must manually update the number in Upvise to ensure consistency.
  • Ensure that "Next Work Order Number" and "Next Purchase Order Number" sequencing is considered also so that number ranges do not overlap.

By following these steps, you can effectively manage PO numbers for Upvise users and ensure seamless operation across devices.


RelatedHow do I assign a NEW Purchase Order (PO) number range to Upvise User's?