The ability to issue change orders on purchase orders. Example: 3 month rental - need one more month, as opposed to creating a new PO - simply extend one month on the current with a CO. Same with material add-ons to orders. Etc.
Guest
about 2 months ago
in Purchase Orders
1
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.
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...
Add column for linked files and executed/not executed indicator when viewing list of PO's
Add a column for linked files and a column for executed when viewing the list of PO's. This would also require an additional field be added in the PO itself to track executed.
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.
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 ...
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...
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.