4 years ago
New Options to create Purchase Orders from Quotation
When you are creating a Purchase Order from the Quote Level you can now select either the entire section(s) or selected items within a section or a combination.
Go to quote and to the desired level where you want to create the PO.
Select Sections and/or single items
Go to the Details level -> Financial -> Create a PO -> Select entire sections by checking the checkbox or go into the section to mark the selected items. Only checked lines will be taken into the PO.
Select single items
Go to the Section level -> Financial -> Create a PO -> Select items
Create a PO for one item only
Go to the Section -> Item -> Three dots on the right -> Create a PO
Contact support if you have any questions.