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Auto select correct Purchase Order in PO Change Order creation (from PO screen)

When in PM Purchase Orders if you choose to create a Purchase Order Change Order (hitting Create at the top, choosing Purchase Order Change Order) it opens up the Purchase Order Change Order screen. The expected behavior is that (like the project number) the PO# would come over from the PM Purchase Order screen to the PO Change Order screen. Unexpectedly - what is happening is that the PO# in the PO Change Order screen is just set to the first PO for the project.

It would be wonderful (and intuitive) if the PO# in PO Change Order matched the PO# selected in PM Purchase Order upon creating the PO Change Order. Projects and Subcontracts work this way, so I think our users get caught off guard when PO#s don't follow suit, and this has caused some mistakes in data entry.


Thanks!

  • Justin Kibler
  • Mar 5 2021
Company FBi Buildings, Inc
Job Title / Role IT Programmer / Analyst
I need it... 3 months
  • Attach files

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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