Changing Vendors On Posted PO's

Post date: May 16, 2014 1:41:56 PM

If it ever happens that a PO is created, and received using the wrong vendor, you now have the ability to change the vendor on the PO when you go to enter an invoice against it, as detailed below:

When you go to enter an invoice for a receipt that had the wrong vendor on it, you will now enter the CORRECT vendor, and then add the receipt for the PO that has the INCORRECT vendor.  But instead of clicking 'Add receipt', you'll click 'Update vendor to match invoice' (see the buttons in the snapshot below) -  check the checkbox to confirm it first.

When you click that button, it will update the PO for that receipt with the new vendor, update any vendor's item records that may have been added for the wrong vendor, and then finally add that receipt to the PO.  Whenever a vendor is updated this way, it also creates a log entry that allows you to query later and see how often it happens, who changed it, and who originally set up the PO.  This query (used in the SMCP 'Query' function) will list those updates within the selected date range:

select

 date_format(datLoggingDate, '%c/%e/%Y %T') as 'DATE'

, sLoggingUser as 'CHANGED BY'

, CONCAT(sLoggingDescription, ' - ', sLoggingSQL) AS 'NOTES'

 FROM systemlog

 WHERE (

 (sLoggingOperation = 'UPDATEVENDORONPO')

 AND (datLoggingDate >= str_to_date('[[Enter the starting date in m/d/yyyy Format]] 00:00:00','%c/%e/%Y %T'))

 AND (datLoggingDate <= str_to_date('[[Enter the ending date in m/d/yyyy Format]] 23:59:59','%c/%e/%Y %T'))

) ORDER BY datLoggingDate

Screenshot of new button in 'Edit Invoices' for updating vendors: