This guide will help you update the supplier on a Purchase Order (PO). By following these steps, you can make sure that the right supplier is reflected on your PO.
Prerequisites
Before you begin, ensure the following:
You have the necessary permissions to view and edit the Purchase Orders.
Step-by-Step Instructions
Step 1: Open the draft Purchase Order
Navigate to the Purchase section, then access the Orders tab to open the Orders module. Open the draft Purchase Order on which you want to update the supplier.
Step 2: Edit the Line Item
Click the "Edit (pen icon)" button under the Action column or click on the line number.
Step 3: Select the New Supplier
Select the supplier you want to update from the dropdown menu.
Step 4: Update the Item
Click the "Update Item" button to save the changes to the supplier.
FAQs
1. What if the supplier I want to select is not in the dropdown menu?
Verify that the supplier is correctly set up in your system. If the supplier is missing, you may need to add them to the system before updating the PO. For this, contact your system admin.