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Create purchase requisition in Branch 1 from purchase request created in Branch 4


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When creating a purchase requisition and then a purchase order in Branch 1 from a purchase request created in Branch 4, the lines on the purchase order are created with a Branch 1 designation which is not correct.

When creating the requisition and purchase order in Branch 4 from a purchase request created in Branch 4, the purchase order lines are created with a Branch 4 designation, which is correct.

Our purchasing department typically work in Branch 1.  We don’t see a Branch designation on the purchase requisition screen which would notify the purchasing agent to switch to a different branch to create the requisition/PO.  The branch field is only visible on the PO line when created which is too late. Is there a solution we may be overlooking?

Thank you.

Best answer by Laura02

Hi @brockinl ,

I opened an Acumatica support ticket #324424 yesterday and a Product Support Specialist L1 answered today:  “This is a standard functionality, and it is not changed in the new build.”

 

Laura

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Laura02
Captain II
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  • Captain II
  • September 7, 2023

Hello @brockinl ,

Did you find an answer to your question above?  We have the same problem; creating PO’s from Requisitions from the main branch assigns all PO’s to the main branch, even when the Requisition belonged to another branch.

Thank you.

Laura

 


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  • Jr Varsity III
  • September 12, 2023

Hi Laura,

No solution yet.  Still working on it.  Will post when identified.

Louis


Laura02
Captain II
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  • Captain II
  • September 12, 2023

Hi @brockinl ,

I opened an Acumatica support ticket #324424 yesterday and a Product Support Specialist L1 answered today:  “This is a standard functionality, and it is not changed in the new build.”

 

Laura


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  • Jr Varsity III
  • September 27, 2023

I have come up with a clunky work around for this issue.  We have specific subaccounts for each of our branches so I’ve created a business event to notify the purchasing folks when a Branch 1 PO line is created with subaccounts specific to Branch 4 (referring to my original post).  At the very least, they now have a chance to correct the branch designation on the PO line.  This may or may not be helpful but I thought I’d post it.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • September 27, 2023

Thank you for sharing your solution with the community @brockinl!


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