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Sage Construction Management Ideas Portal
Status Shipped
Created by Jessica Whyde
Created on Apr 24, 2024

Default Email Template - Delivery Date Field Information (Purchase Orders)

This was previously submitted as a ticket [#25354] to Sage Support This fix is for any users that utilize the Copy PO function to create a new purchase order.

Currently, the Default Delivery date field does not copy over the date from the prior PO in the main PO record. However, the Delivery Date field(s) does/do copy for the specific PO line item(s) from the prior PO. It’s not intuitive that you need to drill down into the PO line item detail for the delivery date, since this is not displayed on the main PO screen, nor does it appear as a field on the PO Report template (default).

To make the Copy PO procedure consistent, the Default Delivery date should not copy to the new PO record for either the main PO record, or the line item details.

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