Purchasing - skip the Requisition step

Hello @KevinLong ,

I have one idea. Could you create a generic inquiry showing a range of accounts, choice of Period, and show account, subaccount, budget ledger vs. actual ledger balance in the columns?  Then expose the generic inquiry in the Right Panel in the Purchase Order screen. 

Laura

Thanks for the reply @Laura02. I had wondered about doing something similar.

I’ve just had a bit of a play and ideally what I would want is an inquiry that restricts the budget inquiry to only the GL account and subaccount combinations that have been entered on the PO.

From what I can see, the Side Panels can only be linked to the PO List screen and not the PO itself. This means that the navigation link can only be to PO Header fields and not to PO Lines fields.

Also I noticed that the PO only has a date and no Financial Period so linking to the GLHistory table would be difficult as well (unless there is a function that converts a date to a financial period).

Thanks again for the reply
Kevin

Hi @KevinLong were you able to find a solution? Thank you!

I have a customer with the same scenario. I wants to see the GL budget at the PO level so the approver has a visibility at the moment of approval.

This is very common in most purchasing software for companies without inventory.

IS this a feature that Acumatica can add É