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Swampy-66's avatar
Swampy-66
Experienced Cover User
5 years ago
Solved

Change you change a supplier once you record and bill a purchase

i just relised that i have creaed a purchase and billed the PO  but has wrong suppliery. Chan you change the supplier?

 

  • Hi Swampy-66 

     

    Once a purchase has been recorded the supplier of that transaction is unable to be changed. If that supplier does need to be changed, users would be looking at deleting that transaction and redoing for the correct supplier.

     

    In saying that, Help Article: Changing the supplier on a recorded bill does go through a process which can be used to change that transaction with having to re-enter the full transaction again. Basically, in short, you create the incorrectly recorded transaction as a recurring transaction. Update the card on that recurring transaction before recording and deleting the original transaction.

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  • Hi Swampy-66 

     

    Once a purchase has been recorded the supplier of that transaction is unable to be changed. If that supplier does need to be changed, users would be looking at deleting that transaction and redoing for the correct supplier.

     

    In saying that, Help Article: Changing the supplier on a recorded bill does go through a process which can be used to change that transaction with having to re-enter the full transaction again. Basically, in short, you create the incorrectly recorded transaction as a recurring transaction. Update the card on that recurring transaction before recording and deleting the original transaction.

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