A purchase order cannot be linked to a purchase agreement once the PO header has been created.
This is problematic as a Buyer may not always know or remember that there is a purchase agreement in place with a vendor for certain items/procurement categories. This is complicated even further when purchase agreements have been created for specific projects. When this happens the Buyer needs to delete the existing PO and create a new one, ensuring that the purchase agreement is referenced. This is very inefficient.
It would be extremely beneficial to be able to link a PO to a purchase agreement after the PO has been created. The function could filter the active purchase agreements based on the following criteria when attempting to create the link:
- Vendor account
- Project ID (if a Project PO)
- Item/Procurement Category
Once the purchase agreement has been selected the user would then be able to update the PO lines to create the link as needed.