Purchase orders from Service Orders
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Travis Bilskie
It would nice to link to create PO's based off service orders. Often times we do a service call that needs parts we have to order. So the tech adds the parts to the SO (service order) and then our office has to add those parts again to a PO. Double data entry here.
Also, when running reports those PO's arent linked to a client so its frustrating to track if those items have been received.
Seems like creating PO's for SO's should be the same as for when creating PO's for projects.
Seth
complete
v19
D
Drew
Seth: 👍🏻
Travis Bilskie
Seth: when does v19 come?
Seth
Travis Bilskie: We began rolling it out last Thursday, will continue throttled release through this week. Webinar is tomorrow: https://attendee.gotowebinar.com/register/2476261139496243213
Travis Bilskie
Seth: thanks
Seth
in progress
Simon Fulstow
Seth: 👍🏻
Seth
Merged in a post:
We would like the ability to issue POs for Service Orders
A
Andriy
Joey Loeffler
We really need this functionality. We can add parts to a SO, but can't issue a PO. Missing link. V19 please.
Joey Loeffler
1000% agreed. We need this function.
C
Clarissa Roemen
I agree 100%!
Travis Bilskie
Seth is this still in play? We have been waiting on this for a while as too.
Seth
Travis Bilskie: We are planning this for our v19 release.
Travis Bilskie
Seth: what’s the eta of that? I know v18 is just now happening.
Also, can you look at my other post about more detailed notifications of pos?
Seth
Travis Bilskie: v19 is slated for "sometime this summer". Will review the PO request.
Travis Bilskie
Seth: thanks!
Amanda Inskeep
YES PLEASE!!!
Simon Fulstow
Hi Seth - just adding another comment here to keep it fresh - this is such a big oversight for us - can't come fast enough!
Thanks
A
Andy Hill
Seth has there been any more movement with this. We use SO's for quoting small works and the ability to create a connecting purchase order would be a massive help and save time for our accounts team
Seth
Andy Hill: This is still on our backlog list, and may make it into a release later this year. We plan on other Service Order changes so will need to coordinate those with this request.
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