For record-keeping purposes, the Preparer role cannot be changed. If the Preparer of the BPO needs to be someone other than the user who created the original Contact Request (CR), then you need to close the original BPO and have the new Preparer login to eProcurement and create and submit a new CR.
The steps required to do this are:
- Contact and let the supplier know that you will close the current and create a new BPO.
- Close the current BPO.
- Important: If invoices have already been paid, set the Maximum Limit of the new BPO to the Reconciled Available Amount for the old BPO. The Reconciled Available Amount is on the Summary tab of the old BPO just above the Mimimum Commitment section. Take note of this amount before you begin the closing process.
- Create a new BPO. Note: The "new" Preparer will need to log into eProcurement and copy the original CR.