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

  • 30 August 2023
  • 5 replies
  • 88 views

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.

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

 

Hi Laura,

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

Louis

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

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.

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

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