The Requests and Requisitions forms do not have a project and task column in the detail grid. How do I create a request or requisition that’s for a specific project and task such that, when the purchase requisition is converted into a PO, the project and task values are automatically included on the PO?
Thanks!
Best answer by vkumar
Hi
We have an existing request on our ideas page with regards to this capability, which has been marked as ‘shortlisted’ by our Product management team. Here is the link:
Regards,
I agree and this would also lend itself to the potential for creating a Buyout capability that would be a big differentiator for Acumatica...
Hi
We have an existing request on our ideas page with regards to this capability, which has been marked as ‘shortlisted’ by our Product management team. Here is the link:
Regards,
Hi
Thanks for the response.
How do I get access to view what’s listed in the product ideas so that I do not post questions on what’s already included.
Regards,
Hi
Access to Ideas page should be linked to the Acumatica Contract. Someone from admin team should be able to clarify this further.
Regards,
for visibility, as i said in the other thread that is shortlisted:
for this functionality to work well, not only do we need to be able to tag a project, task and cost code at the detail level on the request/requisition, we need the option for this to be allowed to be converted to a project drop ship.
additionally, allowing a requisition to be linked to a project quote without a project would be really important as well, because many of the construction companies i have encountered start their RFQ/bidding process before they have actually been award the project.
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