▶ How do I Unlink a Purchase Order and a Payment in Scribe Accounts?

If an incorrect purchase order has been converted to a payment, you can manually unlink the order from the payment. 

This process can be useful where a different purchase order needs to be linked to the payment. 

Step-by-Step Guide:

1. Navigate to the Purchase Order Menu:

   • Open Scribe Accounts.
   • Navigate to Transactions → Purchase Orders.

2. Select the Purchase Order to Edit:

   • In the Purchase Order list view, find the one you wish to unlink from a payment.
   • Click on the order to open it for editing.

3. Open the Related Records Section:

   • Once the purchase order is open, locate the Related Records section.
   • Click on this section to drop down additional options.

4. Unlink the Purchase Order and Payment:

   • In the Related Records section, you will see the payment record.
   • Click on the three dots to the right of the payment and Unlink.

5. Save the Changes:

   • Ensure you save the changes by clicking the Save button against the purchase order.