Vendor POs

Casey Z. shared this question ago

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Has something changed in the Vendor PO functionality? My sales team is telling me that they are having difficulty sending updated POs after the original has been signed. Previously, if they made a change, they could send a new PO link and the vendor could view and sign the new PO. My salespeople didn't have to do anything with the old PO. Now, they have to delete the signed PO before they can send a new one.

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Comments (1)

Susan M. ● 21 days ago

Do you have any examples of this issue so we can investigate?

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Casey Z. ● 21 days ago

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

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Brittany M. ● 21 days ago

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?

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Casey Z. ● 20 days ago

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.

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Brittany M. ● 20 days ago

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

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Brittany M. ● 15 days ago

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.

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Casey Z. ● 15 days ago

Ok, thank you.

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