Goal:
- Change Vendor name from a PO that's already been created.
- Adjust the Vendor within an existing PO.
- Can I change the Vendor after a Purchase Order has been created
Steps:
The Purchase Order (PO) will need to be canceled, which will return the items to the Procurement screen. At that point, a new PO must be created for the correct Vendor. If the items have been received, the items will need to be unreceived first. Review this article for detailed instructions.
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Go to Procure → Purchase Orders.
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Find the PO you want to change and select it
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Scroll down and select the red Cancel PO button. This action will put the items back in Procurement.
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Go back to Procure → Procurement.
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Find the item(s) from the PO you just canceled and check the boxes beside them.
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Select the drop-down above the item(s) within your Purchasing List.
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Select the correct vendor name.
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Select the blue Create Purchase Order button.
Additional Information:
- Only users with Purchasing and/or Procurement Access can perform these steps.
- If the Purchase Order is Closed, you will need to re-open it by clicking the blue Re-open button, near Close & Revise.
- How to receive and unreceive items in a Purchase Order
- If the items have been received, the items will need to be unreceived first. How to cancel a Purchase Orders that has received items