Once a delivery order has received a Purchase Order and been invoiced, reassignment is not available through standard channels. In most cases it is not possible without facility-level coordination. Here's why, and what your options are.
Why orders cannot be reassigned after a PO is issued
When a PO has been issued and the invoice processed, the transaction is financially closed. The PO is tied to that specific order, rep, and facility. Changing the rep attribution after that point creates a mismatch between the original PO and the updated order data, which causes reconciliation issues for the facility's accounts payable team.
What to do if a reassignment is genuinely necessary
If the wrong rep was listed at submission and a correction is needed, submit a ticket by clicking the chat icon in the bottom right corner with:
The DO# of the affected order
The name and account of the rep currently listed
The name and account of the rep who should be listed
The reason for the request
Our team will assess whether a correction is possible. If the PO has already been issued and invoiced, resolution may require coordination with the facility's supply chain team.
How to prevent this from happening
The best time to correct rep attribution is before the order reaches PO status. If you notice an error on a case that has not yet been approved or PO'd, submit a ticket by clicking the chat icon in the bottom right corner immediately so our team can assist before the order closes.
Still need help? Click the chat icon in the bottom right corner to submit a ticket.