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My ideas: Purchase Orders

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    Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

    When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...
    Jack Speshock about 2 years ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 3 Future consideration

    Restrict sending of POs, Subcontracts, Prime Invoices, SCOs, etc prior to approval

    With workflow enabled, it is still possible to download and/or send POs, Subcontracts, SCOs, etc prior to approval. Ideally, the ability to download and send these documents would be restricted until approved.
    Carl Lyles over 1 year ago in CO / Contracts and Procurement Workflow / CPR / Prime Contracts / Prime Invoices / Purchase Orders / SCO / Subcontracts 5 Future consideration

    Reclass commitments & cost without unapproving everything linked

    If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...
    Guest 5 months ago in Job Cost Codes / Purchase Orders / Subcontract Invoices / Subcontracts / Vendor Bills 1 Future consideration

    Purchase Order (PO) and Subcontract Close - Automated Change Order Process

    It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...
    Adam Clark about 1 year ago in Purchase Orders / Subcontracts 0 Future consideration

    Deactivate Company Rather Than Make Inactive

    Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
    Dawn Parents about 2 years ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

    Adding Existing Company to Project from PO and Subcontract - Not Returning to Record Creation when Added

    Currently from within the PO and Subcontract entry, when "Adding Existing Company to Project Directory" from a PO or Subcontract, it does not return to the record you started. It goes back to Procurement where you have to select either Purchase Or...
    Dawn Parents about 2 years ago in Project Directory / Purchase Orders / Subcontracts 1 Future consideration

    Export PO lines separately

    It would be very helpful if PO and Subcontract lines items would be exported to Intacct just the way they are entered into SCM. Currently any line items that have the same cost code all get lumped into one line. We constantly have multiple lines w...
    Brandon Dahn about 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontract Invoices 0 Future consideration

    Populate PO fields in Intacct form SCM import

    It would be great of the PO from SCM going into Intacct would populate fields like the Schedule dates or the Internal Issued by field with the employee who created the project.
    Brandon Dahn over 1 year ago in Accounting Link for Sage Intacct / Purchase Orders 0 Future consideration

    PO CO Detailed Reports

    Currently, PO COs are able to be created, however, the Detailed Report to print and send to vendor for signature is not complete. Comments are pulling from original PO and not PO CO items. Also, there is no signature field. Is this something that ...
    Victoria Edenfield Hurd 8 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 Future consideration

    Drop down Approval for POs

    Hi, It would be nice if there was a drop down option for POs so that you can change to approved without having to go in and edit. The bills work that way now so would be a nice consistency as well.
    Guest almost 2 years ago in Purchase Orders / Vendor Bills 0 Future consideration