You can currently create defaults for purchase orders, but these defaults do not apply to a purchase order that you create from 11-2 work orders.

Example: We set all new purchase orders to default to status 2-review so that we can easily search for all POs requiring review/approval before they are submitted to our vendors and changed to status 1-Open ready to receive. However, if we create the PO from the work order screen- which happens a majority of the time, the default settings do not apply and they always start as status 1-Open. We have to remember to manually change the status to 2-Review but this gets forgotten often and causes problems with our workflow and purchasing approvals.

Please apply default settings for purchase orders universally throughout all purchase orders, regardless of how they are created.

by: Travis F. | over a year ago | Service Receivables