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Changelog byAnnounceKit

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Improvement
a year ago

Quotes - Remaining Quantity on Quote Items List

The 'Quote Items' list now shows both the ordered and remaining quantity against each item after placing the Purchase Order. This gives a better quantitative overview of items planned and approved for quote versus ordered (Purchase Orders). Previously, we only tracked the financial value raised against each quote item, however, that’s not enough as the unit costs on Quotes and Purchase Orders may differ due to inflation and other factors.

Additionally, we changed the rules for data in columns Purchase Orders and Ordered Quantity on quote items list.  Now, it only includes Purchase Orders only with one of the following status': draft, in progress or completed.  In other words, we stopped any cancelled Purchase Orders from displaying.

Another exciting change is the possibility of entering items' quantity when creating a Purchase Order from the Quote. When a user uses the option Financial → Create Purchase Order on Quote/Quote section preview, users can enter the item quantity. By default, it is filled by the remaining quantity as described above.

There’s also a new option to add items from Quote to Purchase Orders by File → Add items:

  • Available only for the Users with access to Manage Purchase Orders (Dept. Access Rights → Financials → Access purchases & Manage Purchase Orders)
  • Available only when the option to Edit Purchase Order is available (it can be disabled for fully approved Purchase Orders) for selected Purchase Order

When a user uses option File → Add items, the user can see the same model as for adding new items from Quote.