Standing orders - transferring additional information from one PO Line to another by changing the vendor in standing order
Changin vendor for the Print Book Standing Orders closes current PO line and creates a new one instead simply changing a vendor. This action moves all items to new PO line while the additional and very useful information are lost. Keeping all internal notes (PO Line notes, renewal note, invoice note), attachments, invoice lines, history in a new PO line allows us to track standing order and to avoid unexpected problems with our inventory.
We would like to have this option in the work with Print Book Standing Orders.
Bojana
shared this idea
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Ritu Mehta
commented
Not only all internal notes are lost in this process, but also the "note to vendor". In standing orders, this field often contains vital information for the vendor without which the vendor will need to check back or will deliver the wrong volumes.
Because I coudn't find clear documentation about this behaviour, I wasn't even aware of the closing and creation of a new PO line. That's why I updated the existing PO line with a new note to vendor and then changed the vendor and sent it. Only afterwards I discovered that the vendor received this order without indication from which volume onwards we want to order the title.