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How to change the supplier on a draft PO?
How to change the supplier on a draft PO?
Updated over 5 months ago

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

  • Open the draft Purchase Order on which you want to update the supplier.

Step 2: Edit the Line Item

  • Click the "Edit" button to enable editing of the line item.

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 and Troubleshooting

  1. What if I cannot find the Edit button?

  • Ensure that you have the necessary permissions to edit the PO. If the button is still missing, contact your system administrator.

2. 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.

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