Fix Incorrect Vendor on Purchase Order

It’s important that both the upward and downward adjustments are applied to the same GL account, and are dated the same as the vendor invoice entered on the incorrect purchase order.

1.On the incorrect creditor, perform a creditors adjustment down to add a credit matching the full purchase order value. Allocate the resulting credit to the incorrect PO in the creditor account to clear it.

2.On the correct creditor, perform a creditors adjustment up to increase the value by the same amount. Ensure this references the correct vendor invoice number.

1.Use Create Similar to create a second purchase order – ensure Stock is ticked to copy over the stock grid, including pricing.

2.Change the vendor to the correct one and ensure the stock items and pricing exactly match the original (incorrect) purchase order. If correct, put to FINISH status.

3.You will now have two completed purchase orders:

▪PO A – has the incorrect vendor and stock.

▪PO B – has the correct vendor and stock.

4.Create a Return to Vendor referencing PO B, then change the vendor to match PO A.

▪Click Add All Stock and check to ensure the price matches the purchase order. If correct, put the return to vendor to FINISH status.

5.You now have a credit on the wrong vendor’s creditor record, which will need to be allocated to clear off PO A, and a payable PO (B) on the correct vendor. The stock receipted again on PO B will be removed from your Jim2 database and no longer be effecting your stock on hand.