In a new Pending Purchase Order, the first selection is the Company. Later in the header, the Job can be selected. Currently when searching for a job to assign the PO to, it provides all Job Cost Companies that are set up in Keystyle. We would like the option to limit this or have an error pop up so that the Job/JCCo selection has to match the Company selected. We often have nearly identical job info in two companies for projects where we do self-perform work (co 1 is the general, co 2 is the "subcontractor"). People sometimes select the wrong job and it creates an inter-company PO with an out-of-sequence PO number. An error message would be ok, but I'd prefer the option to completely lock it down in the portal settings or something.
For example: if the company selected is Co. 2, then the Job Cost Co for the Job selected must also be Co. 2.
Guest
| Company | Bremik Construction Inc. |
| Job Title / Role | Finance admin |
| I need it... | Yesterday...Come on already |
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Hi Jody,
If that setting isn't working, then it looks like we have a current bug. Can you submit this to our support team to confirm?
Thank you!
Hi Mark,
Any other suggestions? We've had that box checked from the beginning, but it's still allowing inter-company selections in the header. So it seems that portal setting is only if the JJCO is selected at the item level? That doesn't work for us because we have job specific PO numbers so people need to select the job in the header.
In the attached screenshot, you can see that I chose one company and then a different JCCo in the header and the portal allowed it.
Thanks, Jody
Hi Jody,
We have a portal setting that should prevent this. Do you have the following setting enabled?
Admin > Portal Settings > Purchase Orders > Company Restrictions > "Restrict companies (JCCo, EMCo, etc.) on PO Items to match the header POCo"
Please let me know if this limits the jobs in the header and in the items to the correct POCo.
Thank you.