Current behaviour:
The PO template can only be set in two places: as a company-wide default (Company Settings) or at a Project-Level within Budget & Fee Settings. There's no way to set it at sub-project/detailed classification level, or to choose it manually when raising a PO.
Use case:
Clients with two companies, each with its own PO template, sometimes run projects that cover both companies. That split is captured in the detailed classification at sub-project level. Since PO templates are only set at project level, there's no way to apply the correct PO template per sub-project.
Suggested solutions:
Allow the PO template to be set under Detailed Classification at the sub-project level, or
Allow the user to select which PO template to use at the point of capturing/creating the PO.
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Pending
π‘ Feature Requests
About 1 month ago
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Pending
π‘ Feature Requests
About 1 month ago
Get notified by email when there are changes.