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Reassign PO Purchase from one Job/Service Order to another

  • January 5, 2026
  • 1 reply
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K
Freshman I

What is the process if items were purchased on a PO and that PO was linked to the wrong Job or Service Order?  So essentially I have something on J123 and I need to move it to J456.  Right now all we have been able to figure out to do is create a fake return and credit memo to clear the wrongly assigned PO, manually close out that PO, and then recreate a new PO through the correct Job or Service Order. But this is creating messy accounting records. Is there a better way?

Best answer by nickcerri32

​@kerrim - There’s no easy way to get a PO from one project to another, unfortunately.  Typically, you could just cancel the PO which will remove the associated open committed amount from the project and then create a new PO for the correct project.  However, it looks like you aren’t identifying the issue until after the PO gets billed.  In this case, you really do have to go through the process of correcting the downstream Receipt and Bill documents as they will have transactional implications on the project.  Do you have approval maps in place?  As they say in the medical professions, “Prevention is preferable to cure.” If there’s a way to limit the risk of this happening, that would be the course of action to take here in light of the lengthy process to correct.

    1 reply

    nickcerri32
    Semi-Pro II
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    • nickcerri32
    • Semi-Pro II
    • Answer
    • January 6, 2026

    ​@kerrim - There’s no easy way to get a PO from one project to another, unfortunately.  Typically, you could just cancel the PO which will remove the associated open committed amount from the project and then create a new PO for the correct project.  However, it looks like you aren’t identifying the issue until after the PO gets billed.  In this case, you really do have to go through the process of correcting the downstream Receipt and Bill documents as they will have transactional implications on the project.  Do you have approval maps in place?  As they say in the medical professions, “Prevention is preferable to cure.” If there’s a way to limit the risk of this happening, that would be the course of action to take here in light of the lengthy process to correct.

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