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Both references are merged in Deliverable Issue:654615

Reference LCS Issue:572499 - The project ID is not copied on the line details while creating a purchase agreement from RFQ.

Reference LCS Issue:654615 - Error “You cannot specify a project after the record has been saved.” when editing project PO created from RFQ


Issue description:

When a PA (Purchase agreement) is created from a RFQ (Request for quotation), there are two possible outcomes:


  1. If RFQ header did not have project ID, there is no project information from RFQ lines in PA lines (project details such as project category and activity numbers are copied to the PA lines);
  2. If RFQ header has a project ID (and different project numbers in RFQ lines), PA lines have project ID from the header and not from RFQ lines;


As the current product does not accommodate the above scenarios as well, it is severely limiting the ability to purchase agreed services/material through the contract (=PA) and affects the reporting process as well as transparency of the purchasing process.


Having the possibility to make use of such case scenarios from a standard product perspective, would be of great benefit and flexibility.


STATUS DETAILS
Needs Votes
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
We do understand that this request might be critical for you, but are we considering the unique customers/partner votes.