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
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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
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Andrew,
The project and task are on the quote page lines
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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?
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