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Sage Construction Management Ideas Portal
Status Future consideration
Created by Dawn Parents
Created on Feb 14, 2024

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 Order or Subcontract. Then the partially started records "appears" with you previously entered data. Many updates ago, this used to work correctly. After you select the Company you wanted to add, it reverted back into the record you were in process of creating. It has not done that for some time. It causes additional steps to return to the record creation. I think this would save time for many when creating records and adding Companies.

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  • Ian Broadfoot
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    Mar 15, 2024

    in Corecon this functionality worked correctly, the new Sage UI removed that feature.