Change Supplier for Purchase Order in the Send to Timberline® Accounting Screen

If a purchase order has been issued to a TBD supplier, the purchase order may be re-assigned to a valid supplier within the Purchase Orders tab in the Send to Timberline Accounting screen.

To change a supplier:

1. In theSend to Timberline Accounting screen, click the Purchase Orders tab.

2. In the Purchase Orders tab, click the Purchase Order Number issued to a TBD supplier.

3. Click the Change Supplier for Purchase Order icon in the screen's toolbar. The Select Vendor window opens.
   
   
    

4. Click on the vendor in the list, and click OK.

If multiple purchase orders exist for the same TBD vendor listed in the Purchase Orders tab, the "Change Other Open POs to New Vendor" dialog appears, listing the purchasing activities that the user can also assign to the selected vendor.

5. Assign vendors as follows:

6. • Click Select All to assign all of the invoices listed to the selected vendor.

7. • Click Clear All if none of the invoices listed are to be assigned to the selected vendor.

8. • Mark the checkbox for each purchase order to assign only part of the list to the selected vendor.

6. ClickOK.

7. Click Save.

If the vendor change has been saved, the Confirm dialog appears, asking the user, "Send notification to supplier?"

1. 5. To notify the supplier that the purchase order(s) have been assigned, click Yes. The supplier will be notified via the Document Delivery Mode that has been set up for the supplier.

2. • If it is not necessary to notify the supplier, click No.

   • If the user selects Yes to notify the supplier, the Supplier Notification Processor dialog appears and indicates if the notification was successful.

8. Click the Clear Successful Items button.

9. Click the Close button to exit the screen.

The purchase order(s) will automatically be unchecked as being on hold in the Purchase Orders tab and will be sent to accounting the next time the Send Commitments to Job Cost process is run. The purchase order(s) will automatically show the newly assigned vendor in the Send to Timberline Accounting screen, the Issue Purchase Orders screen and in the Approve Purchase Orders for Payment screen.

Related Topics

Overview of Send to Accounting

Send Budgets to Job Cost

Send Purchase Orders to Job Cost

Change Supplier for Purchase Order

Delete Purchase Order in Send to Accounting

Send Invoices to Accounts Payable

Un-approve Invoices

Correcting Import and Posting Errors

Creating STO Macros for Send to Accounting