Transfer purchase order ownership

Overview

Transfer ownership of an approved, non-archived purchase order to another teammate when responsibility for the PO changes. Reassignment is available for one PO at a time.

Note: Procurement requires the Procurement add-on; if your business is eligible, you may be able to start a 60-day free trial.

For general information about managing POs, see Purchase orders in Ramp.

Who can reassign or receive a purchase order

Business Owners, Admins, Finance Admins, and people with Custom Roles granted the same ability can reassign an approved, non-archived PO.

The new owner can be any teammate with procurement access. Any standard Ramp role qualifies when the teammate has procurement access, except Guests. Teammates with limited Custom Roles that do not include procurement access cannot receive ownership.

Reassign a purchase order owner

Reassign ownership from the PO detail page:

1. Open the approved, non-archived PO.
2. Open the header menu and select Reassign owner.
3. In the Change PO owner modal, select the new owner in the PO owner field.
4. Select Save changes.

The selected teammate becomes the new PO owner, while the previous owner keeps visibility into the PO. You must reassign each PO individually because bulk owner reassignment is not available.