Changing the Vendor for a Purchase Order

You can change the vendor that is assigned to the purchase order if you have not already sent the purchase order to the vendor. (For example, this may be necessary if you discover that the vendor does not carry the items, or if the vendor was selected by mistake.)

You should not change the vendor if you have already sent the purchase order to the vendor. The purchase order is a form of a contract that commits the library to pay the vendor for the items ordered.

However, you can cancel the items if the vendor does not carry the items, if the items do not arrive within the time promised by the vendor, or if the items are damaged. After you cancel the items, you can copy them to another purchase order to order them from another vendor.

Horizon currently does not prevent users from changing the vendor after the purchase order has been ordered. However, you should not change the vendor once you have sent the purchase order to the vendor. Instead, you should cancel the order and send a cancellation notice to the vendor. You can then create another purchase order. (For instructions, see Creating Purchase Orders.)

To change the vendor for a purchase order

1 Open the purchase order you want to assign a different vendor to.
2 Click Header in the PO window to display the Edit PO Header window.
3 Click Vendor to display the Compound Search window.
4 Highlight the index you want and enter a search term in the Search for field.

To see all your vendors, highlight Vendor Name and enter “*” in the Search for field.

5 Click Search.

After you choose a vendor, Horizon displays the vendor name in the Vendor field on the header.

6 Save the file.

 


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