In v19.8 if I needed to change the vendor or other field from a saved PO, I was able to Copy and Paste the PO, make the necessary changes, and then type in manually the original record # it was linked to; essentially overwriting the record with the same, updated PO.
This functionality is no longer available in v20.4. Now if I need to change something on a PO before sending, I have to copy the PO, delete the original record, paste and save the PO to a new record. Copying the same PO to a new record without voiding or deleting the original record causes greater confusion when invoicing against that PO as we will have two records with the same PO#.
This also causes the record # and PO# to not match. I understand this is not a huge deal, however purchase orders are not posted transactions within the ledger. There is no reason the overwriting functionality from v19.8 should have been removed.
by: JJ S. | over a year ago | Project Management
Comments
This is HUGE deal to our users and we need this option back PLEASE!
We NEED this option to be brought back! This was the only way we could correct our POs because we have our record # synced with our po #...