Anne Pfeiffer
My feedback
18 results found
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52 votes
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113 votes
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234 votes
Dear community,
This is to update you that we plan to add a new action to the PO lines, "Change Currency". It will be available for PO lines that were packed, in the following workflow steps:
Ready
Sent
Waiting for Manual Renewal
Recurring Renewal
Waiting for Invoice
The action will allow to change the currency of the PO line. When a currency is selected, upon a click on "Save" the PO line will be removed from the original PO. If this is the only PO line in the PO, the PO will be deleted.
The PO line's status will chance to Manual Packaging / Auto Packaging and progresses through the purchasing workflow. The user can select whether to re-send the order to the vendor when this PO line is packed into a PO by checking the "Re-send order to vendor" field. This field will not display for PO lines with the…
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305 votes
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35 votes
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79 votes
An error occurred while saving the comment Nice idea - having lots of cover images does enhance the experience.
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23 votes
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71 votes
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90 votes
Hi Tamar
Here's what I would say re your questions:
1 The need is to allow users to change the currency for PO lines which were packaged and sent. ==> YES
Can you please specify the statuses in which this is needed? ==> In my opinion all active statuses, i.e. Waiting for Invoice, Waiting for Manual Renewal, Recurring Renewal, Under Evaluation, Sent, In Review, Ready to Be Sent, Waiting for Packaging, and Manual Packaging. It's easy to forget to adjust the currency when creating the POL. Depending on when you notice this you will want to correct the mistake.
2 Upon such change, funding should be handled: disencumbrance for the original encumbered amount, and a new encumbrance on the fund with the new amount and currency. Is this correct? ==> Yes, that would be ideal.
3 The POL should be removed from the original PO, and re-packed. Is this correct? ==> No, I don't think that is necessary.
4 Should the order be sent to the vendor again? ==> No, I don't think that is necessary and would only cause confusion at the vendor's end.
Best,
Anne