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Purchase Orders

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Copy PO, Bill and Subcontract Wizard - Add Project Status option (ie. active, archived) to copy transactions from inactive jobs

Currently, the Copy PO, Bill and Subcontract Wizard will only show active jobs. Adding a project status option will allow users to copy transactions from jobs that have been archived.
Norman Wendl 3 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest 12 months ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Allow a PO to start off as a material/equipment request that does not require the superintendent to select a vendor. From there the PM can approve and the purchasing manager can assign vendors to the various line items and create multiple POs off of one request.

It is useful because it creates an actual purchasing system. It is not realistic to believe the person who starts the PO will be the one to select the vendor. Realistically, someone is going to request materials/equipment, it is going to be approv...
Norge Arnaiz Jr 2 months ago in Mobile - Android / Mobile - Apple / Procurement / Purchase Orders 2 Future consideration

Associate a Bill item to an existing PO item

This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...
Tim Smith 4 months ago in Purchase Orders / Vendor Bills 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents 5 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Ability to group Purchase Order Line items and Subcontract line items

When entering Purchase order line items or Subcontract line items, it will be usefull to allow grouping of Items. As an example: GROUND FLOOR Rough In; Qty = 1; LumpSum; $100,000; Tax Code Finish; Qty = 1; Lumpsum; $50,000; Tax Code FIRST FLOOR Ro...
Shiva Muthuswamy 8 months ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

Add more filter options when importing estimate items in Contract Admin and Procurement features

See attached mockup for more details
Norman Wendl 3 months ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

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 9 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 0 Future consideration

Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.
Guest 6 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Provide Sage CM users a settings option to choose where emailed PO replies should go - to a business email address or to the inbound email inbox. This would be applicable for other modules that also send emails direct from Sage.

Currently, when responders to an emailed PO select reply, the email address that auto populates is for the inbound email inbox in Sage. It would be preferred if the email address that auto populated was our business email address. Since the inboun...
Emily Sutton 11 months ago in Emailing and Email Templates / Purchase Orders 0 Future consideration