Please make it easier to send POs created from RFP by either leaving the PO window open after saving a new record (so that the one just created can be quickly recalled), or adding a button on the RFP to list all POs created from that RFP record that you can drill down into.

Currently, you can click the button on the bottom of an RFP to create a PO from that record- this exports all information to a new PO record which is very handy. However if you add any information to the PO, such as site contacts, delivery times, person creating the order, etc you have to save the record before you can print/email. Once you save the record, the PO window disappears and you cannot recall it. You are left looking at the original RFP you created the PO from. You have to leave the RFP window, go to 6-6-1 PO and lookup the PO you just created and then print/email which is a lot of extra steps just to send the record you just created.

By either leaving the PO window on the screen and allowing a record to be recalled, or having a button on the RFP to see linked POs and re-open the one you just created would save a lot of time during this process!

by: Travis F. | over a year ago | Project Management