Purchase Orders - Show when it has been sent/emailed
It's often that Purchase orders are created, but still being worked on, revised, pricing updated, but without manually changing the status to "Not Issued" no one knows whether the PO is really active or not. It would be great to have the visibility on the main screen of the PO to either check a box "Sent" or something, rather than have it buried on the first tab, that realistically, no one in my organization utilizes. the information is basic, vendor info, and doesn't need to be looked at.
But it has to be made quick and easy, right in front of the person, or they still won't use it (why the "Not Issued" doesn't get used currently).
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Jessica Koski
- Nov 13 2017
- Future Consideration
Related ideas
We are using a trigger right now that emails the PO back to us, so we know it's processed, then we include our email "CC" so that we know it was sent to the vendor. But having a tracking on that PO form would be great so that we could mark down that it was ack. by the vendor.
Similar to the Vendor RFQ, where they can be tagged the Status. of the PO the same way would be preferred.
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Agreed. We are trying to get away from printing every PO. I email them and keep them in a stack until they are confirmed and then I file them. It's the only method to ensure all orders have been confirmed in once glance. There has to be a better way. There needs to be a box that shows when it's been emailed and then a box you can check when the order has been confirmed.
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any report should have a "last printed: xx/xx/xxx" can be visible, and maybe also printed on report...option
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Similar issue submitted "Add a flag for when a traveler has been printed" - these problems could be solved with similar updates.
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