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Need the ability to transfer the job planning lines from a job quote to a purchase order. Often with jobs, the job quote planning lines end up being the basis for a purchase order. Having the ability to autocreate a PO (similar to the autocreate of the sales order) would eliminate double entry.
Category: Purchasing
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the feedback. We will look into this for a future release.

Comments

R

It would be nice if the Reorder Policy was "Order" if it would allow you to not only create the PO from the Job Planning Line but also reserve the items on the resulting PO to the Job Planning Line.

Category: Purchasing

R

I agree the ability to create a purchase order, just like you can create a sales invoice, from a planning line would be very, very helpful. You are entering a job, and it only make sense you create the purchase order "in line" to avoid double entry.

Category: Purchasing

R

I think you can use Requisition Worksheet to automate purchasing from an open Job, but not from a quote or a Job still in draft mode.

Category: Purchasing

R

If I understand it correctly, is it about purchasing of external services for a job (items of "Service" type). We are also looking for such possibility.

Category: Purchasing

R

I need it too. It is very useful and fast. Please, add it to the next release.

Category: Purchasing