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Job Based PO Numbering - Add Delimiter

Our Vista Job Numbering is set to use the following format;

######.###

We need our Purchase Orders to use Job Based PO Numbering, but if we enable it there is no delimiter between the last 3 characters of the Job number and the first character of the PO Number.

Adding a 'PO Numbering Delimiter' option to the Portal, near the 'Use Job Based PO Numbering' setting would resolve this issue.

  • Nolan Peters
  • Mar 20 2024
  • Future consideration
Company Bird Construction
Job Title / Role Manager - IT Application Services
I need it... Yesterday...Come on already
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  • Admin
    Kellie Medeiros commented
    16 Apr 19:35

    Hi Nolan! I reviewed this with the web team and it was decided this would be taken care of on the Vista side within the ERP.

    This was their response:

    Currently in Vista we have a setting at the company level that allows to create PO numbers using job number and sequence.

    the setting displayed above results into PO numbering below when I create a new record for a job that has no POs in history

    So what I am doing here is leveraging a job field section separator , my job mask is setup as 5R-3RN, to create a consistent separator for my PO numbers , this solution is a work around that tends to work in majority of cases. However, if you have a customer that is using sub jobs and would like to preserve that separator to include a full job number in PO, this work around will not support that scenario.Do you think this using the work around above would satisfy your request? Or are you asking to add another option to PM company parameters to specify a unique separator each customer can select for each company to separate job number from sequence number in a PO number value to assure that those separators are consistent on all project based POs?

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