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Level 1

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.

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Best answer October 15, 2018

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Level 3

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

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. 

View solution in original post

3 Comments 3
Level 3

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

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. 

View solution in original post

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Level 2

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

Hi,

 

Is there a way to see what bills have been applied to a purchase order? If I go into the PO I cannot see any linked transactions but I can see that a value has been received against the PO. The PO is marked as 'open'.

 

Thanks!

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Moderator

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

Yes, there's a way to view what bills have been applied to a purchase order, @Carly. This can be done by running the Purchases by Vendor Detail report, and I'm here to guide you how. 

  1. Go to Reports from the left menu. 
  2. Enter Purchases by Vendor Detail in the Search box and select it. 
  3. Set the Report period
  4. Hit Run report
  5. Find and select each bill to open the transaction. 
  6. Click 1 linked transaction to see the associated purchase order. 

 

The screenshots below show you the steps. 

RunPurchasesbyVendorDetailReport1.PNG

 

RunPurchasesbyVendorDetailReport2.PNG

 

RunPurchasesbyVendorDetailReport3.PNG

 

For your second concern, the linked transaction is located on the bills you've applied to a purchase order. You can refer to the fifth step I've provided above. That's why you're unable to see it when you go into the PO. Since your PO is still marked as open, let's run the Open Purchase Order Detail report to view it. I'll guide you how. 

  1. Go back to Reports from the left menu. 
  2. Enter Open Purchase Order Detail in the Search box and select it. 
  3. Set the Report period
  4. Click Run report

 

If you've verified that there are no bills associated with your PO, you can create an Expense, Check, or Bill. This ensures you have an accurate presentation in your company. Once done, the program automatically changes the PO from Open to Closed. For more details, check out this article: Apply A Purchase Order To A Vendor Transaction

 

Also, you can run the Open Purchase Order List or Purchases by Product/Service Detail report. This will help you manage your purchase orders in the software. Just go back to Reports from the left menu and enter their report names in the Search box. 

 

Please know that I'm here anytime you have other concerns. Have a great rest of your day, @Carly.

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