Currently, the only option to view PO's in the Requisitions and Reserved option are ones that "I've submitted" or by job number. We have multiple people doing ordering and would be good for others to see what they have outstanding so there aren't double ups. Also if someone is out of the office, others can step in and finish off the PO before it is submitted. Additionally, only having the option to view Jobs and not being able to see ones for inventory or expense is pretty limiting. The PO Dashboard has all this functionality. Makes it hard also to administer the reserved PO#'s if we can't see who or what is outstanding.
Company | Bellingham Marine |
Job Title / Role | Controller |
I need it... | Yesterday...Come on already |
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I can't seem to get the PO Admin to work and show all reserved. I think an employee group would be a GREAT idea since there are only a few people who would be reviewing the POs. Plus the security settings in VP should help limit people to their companies. Like you commented, there seems to be an opportunity to keep things consistent with the filter options like on the dashboard. Thanks.
Thanks for sending in this post. It looks like there is an opportunity to keep those pages more consistent. The filter part of the request is straight forward. The piece I'd like to understand better is the ability for everyone to see everyone else po reserved. There are many times where companies want to only show individuals the po they have selected. PO Admins can see all the po reserved that are submitted. If this is a need of your company, what do you think of an employee group that can see all reserved po? This would allow you to add everyone if you want, but preserve the need for the Keystyle community to only show reserved po to the people created/admins.