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Purchase Orders

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Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker about 1 year ago in Feature Settings / Purchase Orders 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 over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Copy Bill with attachment to PO

It would be very helpful that when you hit "Copy Bill" that it attaches to the same PO and cost codes so that the bill can be a copy of the previous bill.
Megan Zwart 4 months ago in Purchase Orders / UI User Interface Enhancements / UI User Interface Navigation / Vendor Bills 2 Future consideration

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

See attached mockup for more details
Norman Wendl about 1 year ago in CO / CPR / Estimating Items / Purchase Orders / SCO / Subcontracts 0 Future consideration

Add Option to Include Pending Transactions in Previous Calculations for Subcontracts, SCO's, & PO's

Add a company/global setting to "Include Pending Transactions in Previous Calculations for Sub Commitments (Subcontracts, SCO's, & PO's)". This would help us track executed commitments vs non-executed commitments.
Meredeth Dotson about 1 year ago in Feature Settings / Purchase Orders / SCO / Subcontracts 8 Already exists

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 about 1 year 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 about 1 year ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.
Guest 5 months ago in Purchase Orders / UI User Interface Enhancements 3 Future consideration

PO numbering

PO Numbering Never Works in Sequence. Should always work even if there is a slight change to one of the numbers
Guest 5 months ago in Feature Settings / Purchase Orders 0 Future consideration

Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?
Guest 11 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration