- Change/update vendor after the order has been approved
The following article outlines how to change a Vendor on an Order that's been fully Approved. Note that only Purchasers can complete the following steps:
Select the Procure tab on the left-hand navigation bar.
Select the order request items you need to update the Vendor from the listed items by selecting the checkbox beside the appropriate items. It is possible to select multiple items belonging to the same Vendor.
Select Add to list
Now under the Purchasing List on the right-hand side of the screen, select a drop-down where you can select where you're Purchasing From, and select the correct Vendor from the list.
Select Create Purchase Order.
- The steps provided only apply to orders that have gone through final approval. If the order is still pending or partially approved, please follow the steps here.
- Only users with Procure permission to the specific Location and Department where the order was placed will be able to perform the following steps.
- The Request Order will display the originally selected vendor, the PO will reflect the chosen Vendor. This is to show the full paper trail of the order and indicate the changes in the Audit log