purchase request workflow made leaner
When a purchase request created via Leganto, is 'approved and ordered', this generates a PO number, which although appears as a link, doesn't then let you edit the purchase order after clicking on that link. You have to instead copy and paste the PO number into the search box and go from there to edit it further.
Please can you make this process leaner by allowing users to edit the PO through the link in the [popup message that appears, after approve and order is selected. Please see attached document for details of the workflow.
Amin Hussain
shared this idea
When reviewing a PO line in view mode, an Edit option is now available. The visibility of the edit button depends on PO line status, PO line assignment. Additionally, the user must have a Purchasing Manager or Purchasing Operator role.
The list of PO line statuses that allow editing are:
In Review
Deferred
Waiting for renewal (Manual or Auto)
Waiting for Packaging (Manual or auto)
Ready
Sent
Waiting For Invoice
For more information please see Alma August Release Notes:
https://knowledge.exlibrisgroup.com/Alma/Release_Notes/2020/Alma_2020_Release_Notes
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Peta Hopkins commented
Sounds like a simple idea for a big improvement to workflow.