It would be very handy if you could transfer a purchase to another supplier.
We have had a few occurrences when a supplier has changed owners etc so we needed a new card for the supplier but we had to re-enter invoices, that had already been entered under the old suppliers card.
You can do it in spend money but not in purchases
Cheers
Olivia
Hi,
It would be really useful if the supplier on the purchase order entered could be changed if the bill has not been paid. Right now if you make a mistake at choosing the supplier and record the PO, it is then locked. I don't see a reason to lock the supplier field on a just entered PO. I am aware of the "recurring transaction"solution, but it would be much more convenient and smarter to be able to do that from the drop down arrow on the original PO. Exactly the same way you selected the supplier in the first place. If you're worried about "security" issues then a static internal notes field could be added to the form advising that it has been changed and on what date.
I don't see why go through the hoops to get to something so basic.
Thanks!
A.L.
- Regina-Mark10 years agoCover User
Certainly would be better than reentering all the info. Which is non productive.
Please make the change MYOB
- David_Cree10 years agoUltimate Partner
Hello AL
Yes it is frustrating to have to reenter all the info again, but there is an easy way to do this.
Open the order with the incorrect name and click on "Save Recurring".
Open a new enter purchase and click on "Use Recurring". Select the one you just saved and you can change the card. Save it and delete the incorrect one and also i would delete this Recurring.
Cheers
David
- Steven_M10 years agoFormer Staff
Hi Everyone
Just in addition to David_Cree's suggest about using a recurring transaction, do take a look at Help Article: Changing a transaction. Within the FAQs is the section: "How do I change the card on a recorded sale or purchase?" which does go through the process. - Todd_S9 years agoCover User
This would defniitely be something I would use...and I would recommend the same functionality be applied to sales quotes also.
We do issue orders to a supplier, but they will occasionally issue the invoice from another of their group companies.
We also regularly create a quote (sometimes of a reasonable size) for a potential customer only to have to re-enter it when they come back and want it billed to a different name (presumably for tax reasons).
Until a purchase or sale is converted to a bill or invoice, this should be an available function (albeit one which can be locked down to limit changes).
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