Vendor POs

Lead 43354635. The time was changed for Cameo. We can't send him a new PO.

Just to verify, are they going down to the PO section of the lead and generating a new PO for Cameo? Are they seeing an error that is indicating the old PO is needing to be removed?

This is going to be really hard to explain without being able to show you how it had been functioning. If it was changed intentionally, that's fine, but I would request a popup to remind us to delete the signed PO. In the past, the new PO generated automatically. All we had to do was edit the lead, then send the PO. That was it. Now, we have to delete the signed PO before we can send a new one. Again, if that is intentional, we just need a reminder of some sort. If this was not changed intentionally, I would like to see it go back to the way it was.

I see what you are saying and am having our developers take a look to see if any changes can be made.

Hello,

Our developers looked into this and the changes are intentional. When creating a new PO in the PO section of the lead, you will want to click the "Edit" button and then "+Add". This will create the new PO and allow you to send this newly generated PO to the vendor.

Ok, thank you.

I was just working on this. Hope you had a nice vacation. I can make a video if you like, but I think we're all on the same page here. While the old way was very easy for us, we understand that it had to change for other users. Here is what we would like:

Make the PO section similar to the contract section, so we have a button to select a new active PO for each vendor.

And/or, allow us to generate a new PO from right here where we will email it from

A popup at the bottom of the screen to generate new POs seems like an obvious part of this as well.

If the POs must be deleted, that's fine, but we still want a reminder and one or more of these easier ways to do it.

If I were building this, I would probably put the active contracts and POs at the top of the lists, but that's a minor thing.

Adding that functionality to the POs would be tough. Assuming you don't really need historical POs, let's consider some other options.

1) We let you choose a PO template instead of generating one so it auto-updates until it's signed. Then you would have to delete and set the template again.

2) We add an update button to the PO so you can make it current when you click it.

Can you elaborate on #2? Where would this button be? Is that a single click to delete the signed PO and make a new PO that is ready to send to the vendor?

It would be a button with the rest of the buttons for that PO that when clicked would replace the signed or unsigned existing PO with a new unsigned PO using the current saved lead info.

Can you put that button here? That way we're pretty close to where we were before this change. We can make the edits, update the PO, and send it, all without leaving this area.

I think so.