Move Vendor Purchase Orders to a Different Vendor

How to Move Vendor Purchase Orders to a Different Vendor

If a Vendor record is tied to existing Purchase Orders, e-manage|ONE blocks deletion of that Vendor to protect historical data. When a Vendor is no longer in use, you can reassign their Vendor Purchase Orders to another Vendor. This allows you to delete the original Vendor record while still preserving history on each Project.

You can recall and reactivate deleted company records at any time if needed.

✅ Steps to Move Vendor Purchase Orders

1. Open the Vendor record you want to update (from the main Search tool)

2. Select Vendor Purchase Orders from the left module list.

3. Change the Range field to All, then select Load to display every PO.

4. Highlight the Purchase Orders to be reassigned
   • Use Shift + Click to bulk select

5. Select Move Selected to Another Vendor from the toolbar.

6. Choose the new Vendor from the selection dropdown.

7. Select OK to complete the reassignment.

Open

ℹ️ Additional Notes

• Only Purchase Orders currently assigned to the Vendor you are editing will appear in the list.

• The PO history should be attached to its original Project for reference in the Project Documents.

• Once reassigned, the previous Vendor will no longer be available to be linked to future PO activity.

• After all POs and references have been updated, you can delete the Vendor record if desired.