Link holdings when creating an order for an existing physical standing order.
Currently when a new order is created for an existing standing order, with "Assign inventory manually" checked, the user has to create the POL then exit before entering the supplier, price, fund code, and other information.
The POL then has to be linked to the holdings, which is an entirely separate process. Only when this is done can the necessary order information be entered.
Allowing the user to link to existing holdings as part of creating the order would make this a much more seamless process.
Christopher Waldrop
shared this idea
Hello All,
This idea has been closed as part of a cleanup process for ideas older than two years with fewer than 20 votes.
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Alma Product Team