How to change a vendor on a Purchase Order

You cannot change a vendor on a purchase order that is in or past the Printed/Posted/Emailed status.  You can, however, do the following:

This process can be followed if the District wants to "change" a vendor on a purchase order  This is a three-step manual process in SchoolFi.  

Step #1 - Create a new purchase order and copy the contents from the Purchase Order with the incorrect vendor and click on the Create PO button:

Step #2 -  Go into the new purchase order and change the vendor.  You can modify any other settings / items that you would like.  Once the new Purchase Order is saved, you can encumber and print the Purchase Order.  

Step #3 -  Cancel the original Purchase Order with the incorrect vendor.