Can't edit a purchase order attached to an exported invoice

 Troubleshooting
Role: Office employees · Accountants · AdministratorsArea: Purchasing · Inventory · Accounting export · All business types · All versions

Reason 1

Exported invoices are locked to keep your books in sync.

Once an invoice is exported to your accounting software, ServiceTitan locks it to keep your books and the accounting system in sync. Because the PO is tied to that locked invoice, you can't edit the PO directly. To make the change, you work through an adjustment invoice instead.

• You need Purchase Orders permissions to cancel and create purchase orders and to create adjustment invoices. If you don't have it, contact your administrator.

• If the PO's receipt and bill were also exported, they can't be un-exported, and you can't add or change the job on that PO afterward. Exported records are final. In that case, use the return-based workaround below rather than trying to un-export anything.

• It's best to make PO changes before the invoice is exported. This workaround is for cases where the invoice is already exported.

1Correct the PO through an adjustment invoice

1. Search for and open the purchase order you need to change, then create a return on it.

2. Search for and open the invoice tied to that PO.

3. Add an adjustment invoice to it.

4. Create a new PO with the correct details.

5. In the Job # field on the Create a Purchase Order screen, enter the job number of the invoice tied to the original PO.

6. Attach the new PO to the adjustment invoice.

✓ Done · The corrected PO is attached to the adjustment invoice, the original exported invoice stays intact, and your accounting software stays in sync.

Contact ServiceTitan Technical Support at go.servicetitan.com/ask with:

• The purchase order number and the invoice number

• The job number tied to the original PO

• The exact error message you're seeing

• Whether a bill or receipt was also exported for this PO

• Which steps from this article you already tried