Any users that are creating PQ in the first instance instead of PO. You added project code to PO header for a good reason!
Andrew Wingate
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Business Impact
QOL |
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| Industry Vertical | Any & All that use Purchase Quote documents |
Andy, thank you for clarifying. You are correct, it is not in the header. We will evaluate adding it to the header
Hi Jeff, thanks for getting back to me.
I agree for sure the project No. is on the PQ lines, but if you look at the PO card it's on the lines there too. But on a PO card the Project No. is also on the header. Why the distinction PQ vs PO ? its the same table after all 'Purchase Header'.
So my users raise both PQ and PO and would like a similar experience on both record types. Namely, the ability to select the Project number on the header of the document, so that they don't have to then re-select the Project Number on every line.
Thanks!
Andy
Andrew,
The project and task are on the quote page lines
My client is asking for this to be done as an bespoke ext now, any chance you can make this small change in your next release?