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Project Notes Visible when entering a PO

  • 13 July 2023
  • 4 replies
  • 57 views
bfrancis68
Rank

We are a construction edition user.  We would like to be able to display the notes saved to the project screen (CST.PM.30.10.00) when entering a PO for that project on screen (CST.PO.30.10.00). Some of our projects require only certain types of products and we would like that to alert our purchasing staff when they are creating a purchase order.

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Best answer by bfrancis68 14 July 2023, 23:47

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4 replies

Laura02
Rank
Badge +18

Hello @bfrancis68 ,

In the Ideas section of the forum, a member entered a request for Pop-Up Notes to appear in more places, and Projects screen is one of them. If Projects could have Pop-Up Notes, the project notes would automatically ‘pop up’ when the project is added to a Purchase Order. Please Vote.

For now, you may like to add some customization, or possibly a business event to remind procurement staff to look at project notes.

Laura 

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ AUG Forums Episode130 ~
Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @bfrancis68 

Along with what @Laura02  suggested, you could create an idea for the product with Acumatica to copy from Projects to Purchase Orders like you can do with Sales Orders:

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
iqraharrison48
Rank
Userlevel 7
Badge +6

@bfrancis68 hi! you can transfer line level note details to purchase orders but i dont think you could transfer project notes.  if you add the details to the line level, when you go to add the item using the “add project item” button, the note will show up and is viewable. please see below: 

on the project:

on the purchase order: 

 

i hope this helps but i8f you do not use task and item for project level tracking, please share what you do and i can see if there are any other options!

 

Thanks,

Iqra

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
bfrancis68
Rank

@iqraharrison48 Thanks for this idea.  I tested it and it is a way for them to bring the notes to the screen. We do use project task, but those tasks could have 100’s of parts per task code.  The work around I created was just add a budget line item that had no value and was labeled Project notes.  In this manner they can see the notes on the PO screen.  I did not find that adding the project item to the PO transferred the note that was attached.

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