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  • 1.  Purchase Order Question

    Posted Oct 28, 2021 12:54 PM
      |   view attached
    When creating a purchase order and adding account information (Purchases Account) to the first line of the PO, is there a way to carry that accounting information to all lines on the PO or does it have to be retyped for each line item?

    This is a situation where we would not define accounting information on the vendor card.

    Thank you! ~Melissa

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    Melissa Hyman
    Wounded Warrior Project, Inc.
    Jacksonville FL
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Purchase Order Question

    GOLD CONTRIBUTOR
    Posted Oct 29, 2021 05:11 PM
    @Melissa Hyman   We've actually done a modification.   Off the Additional there is a window.   The main acct segment is defaulted in from the Item Master, the user is then able to choose the additional account segments.   This can then be rolled down to all line items on the PO.

    I'd be happy to have further discussions to see if this will help.

    Thank you,​

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    Michael Gummel
    Prod Engineer
    Paradigm Technology Consulting
    Allentown NJ
    mtgummel@ptcsolutions.com
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    Academy - Online Interactive Learning from Experts


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