Change Values

Change vendor on saved purchase order

This app updates the Vendor, User Def1 and User Def2 on an existing 6-6-1 Purchase Order. Once a purchase order has been saved, the Vendor field is locked and this is the only way to change it.

Setup:

Steps:

  1. Export purchase order from 9-5 Takeoff with a generic vendor.
  2. When you are ready to make the purchase and have decided which vendor you will be purchasing the material from, open the appropriate record in the 6-6-1 Purchase Order screen.
  3. Click on the zMaxOneClick app and choose Change Values.
  4. A screen will appear. Choose the appropriate vendor from the dropdown box.
  5. If applicable choose from the dropdown or write in the user defined fields.
  6. Click Save.
  7. A dialog box will appear confirming the purchase order has been changed, click ok.

Story:

Joe Contractor does not always know what vendor he will be purchasing material from when he exports his purchase order from the 9-5 Takeoff screen. Unfortunately, once the Purchase order has been saved, he cannot change the vendor.

Process:

This app updates the Vendor, User Def1 and User Def2 on an existing 6-6-1 Purchase Order. Once a purchase order has been saved, the Vendor field is locked and this is the only way to change it.

Return on Investment:

Joe can enter a generic vendor on the purchase order until he knows which vendor he will be using. Then he can use the zMaxOneClick app to update the vendor field.