Yes, you can edit cost codes on a Bill or Purchase Order, but only with the correct permissions. The Bill or Purchase Order also needs to be in the correct status to allow the edit option to be available.
What permissions do you need to edit Cost Codes on Bills and Purchase Orders?
Bills/Purchase Order EDIT permission
Bills/Purchase Order - Cost/Price Viewing permission
These permissions will apply to the following Buildertrend preset role permissions.
When can a Bill/PO cost code be edited?
Saved & Released (pending)
Work Completed & Internally Approved
Internally Approved and Payment Created
Internally Approved and Payment Made (sent to QuickBooks/Xero)
*Only on a line item/s without payment
Internally Approved and Payment Made (Not sent to accounting)
*Can only edit if NOT sent to QuickBooks/Xero
Sub Approved and Work Complete
Sub Approved and Payment Made – Can edit if not sent to QuickBooks/Xero
Sub Approved and Payment Created
Bill Paid and not sent to QuickBooks/Xero
How will the edit of the cost code impact my Purchase Order Payment and Budget?
When a cost code is edited under the above mentioned conditions it will also flow to the corresponding Purchase Order Payment and Budget under these conditions:
If a Purchase Order Payment was created on the Purchase Order and it was NOT sent to QuickBooks/Xero, when the Cost Code is edited, that update will push to the Purchase Order Payment and reflect on the corresponding line item upon SAVE.
When a Bill or Purchase Order cost code is edited it will reflect in the Budget upon SAVE.
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