BACKORDERS - How to Switch Vendors - (Entire PO)

1. Open the PO and find the WO number in the Lines section: 

2. Open the WO in a separate tab

**3. In the WO, find and copy the Customer No. 

• Copy the Customer No.  You will use this later in Step 6.

  

3. Delete the original PO

• Go back to the PO (but keep the WO open in a separate tab)
• Click on the trash can icon at the top
• A pop-up will appear asking to confirm if you'd like to delete the PO -> Click Yes

4. Create a new PO 

• Purchasing -> Purchase Orders -> New

5. Enter the new Vendor -> Click on the ... beside the Vendor Name and select the new vendor OR if you know the full vendor name (e.g. "Techno Sport"), enter in the full name into the Vendor Name field and hit Enter on your keyboard

6. Enter the Customer's Info into the PO

• Scroll down to the Shipping and Payment section 
• Change the Ship-to drop-down to say Customer Address 
• Under Customer, paste in the Customer No. that you copied in Step 3. 

7. Populate the items from the WO into the PO

• Actions -> Functions -> Special Order -> Get Sales Order -> Click on the WO

8. Release the order -> Click on Release -> Release

9. Email the PO to the vendor

• Click on Print/Send
• Send
• Ok
• Send Email