cancel
Showing results for 
Search instead for 
Did you mean: 
Not applicable

I linked a vendor bill to the incorrect purchase order. How do I unlink the transaction?

I have clicked on the linked transaction under the vendor's name but I do not get a "drop box".  Just the linked transaction information.   A posted answer said I should have the option to "remove" but I do not.

Solved
Best answer 10-15-2018

Accepted Solutions
Highlighted
Community Contributor **

Hi, vevans. Thanks for reaching out to us. Here's how you...

Hi, vevans.

Thanks for reaching out to us. Here's how you can unlink a bill from a purchase order:

  1. Go to Vendors and select the specific vendor.
  2. Pull up the specific Bill.
  3. Select 1 linked transaction under the vendors name on the bill. 
  4. Click the Purchase Order hyperlink and change the status from Closed to Open
  5. Click Save

Making the Purchase Order open unlinks it from the Bill. You'll want to delete and recreate the Bill or delete the items from the Purchase Order.

Let me know if you need anything else. 

1 Comment
Highlighted
Community Contributor **

Hi, vevans. Thanks for reaching out to us. Here's how you...

Hi, vevans.

Thanks for reaching out to us. Here's how you can unlink a bill from a purchase order:

  1. Go to Vendors and select the specific vendor.
  2. Pull up the specific Bill.
  3. Select 1 linked transaction under the vendors name on the bill. 
  4. Click the Purchase Order hyperlink and change the status from Closed to Open
  5. Click Save

Making the Purchase Order open unlinks it from the Bill. You'll want to delete and recreate the Bill or delete the items from the Purchase Order.

Let me know if you need anything else. 

Need to get in touch?

Contact us