Sage 200 UKI Ideas Portal

Add project analysis field to an authorised purchase order

When we currently add a project analysis code to an authorised purchase order, it requires authorisation again.

As no values or products are amended, it is purely the addition of analysis information, is it not possible to retain the authorised status?

There is no option to add the project analysis to a purchase requisition, therefore the data can't be pulled through to the purchase order when the purchase order is generated from a requisition (our current process)

  • Caroline Neal
  • Aug 19 2024
  • Idea Accepted - Gauging Support
Idea Benefit Not having to request the authoriser to re-authorise the purchase order again. We are receiving complaints that the system is too 'clunky'.
How do you solve for this problem today? We have to request re-authorisation of the purchase order from the original approver. These are board directors and do not want to be repeating a process they have already done.