Purchase order - Apply supplier defaults
What's happened to the purchase orders, you've made them harder to navigate.
- Firstly the delivery address has NO option to edit, delete etc once it's been created - we need this option as sometimes the contact/tel nbr or instructions change for the site delivery addresses.
- Secondly, we used be able to tab across to the account and it used to bring up the account code automatic assigned to that supplier, now it doesn't do that. We have to select account description each time, despite it being a default under the supplier/contact.
- We can no longer attach any files at the creating stage of a purchase order, it has to be saved before anything can be attached.
- When creating the purchase order and selecting the supplier, we used to be able to see the whole address, now we only see the name of the supplier. We have multi addresses for our suppliers, so it's reassuring to see the correct address on the purchase order on screen rather than have to select print or preview it.
- The save button is now at the top of the page, when effectively it should be at the bottom, as that's where the purchase order ends and be the last thing you do, it's time wasting to have to scroll back to the top of the page to save it.
- Lastly the big screen is not good on the eye, it was nicer to have it smaller and not take up the whole screen.
Please, whoever is creating these new formats, would it not be a good idea for the developers to ask the users first what they want or let us know these changes are even being made to start with. We had no choice in this matter and it changed overnight without warning.
Maria Lovell
shared this idea
Hi Maria, really appreciate your feedback on the new PO experience here. To make sure others in community understand what they're adding their support for it's best for each post to be about a single idea for a feature - I've updated the title of your idea here to reflect your second point around supplier default application. This is something our product team are looking into atm and I'll keep you updated here.
In relation to the editing of a delivery address - once a PO has been approved you can click the 3 dots in the top right to Edit which will open the PO so you can edit the address.
I have made sure all your feedback here is shared with the team however in order for us to track and jeep community updates we request that you start new ideas for the other points you've shared.
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Maria Lovell
commented
Hi Kelly, Thank you for your comments. I have tried your suggestion of the 3 dots for the delivery address, but we still cannot edit the pre-existing delivery address within the PO, unless we physically raise a new address within contacts. Prior to the changes made, we could edit, delete and add a pre-existing delivery address within the PO. For example, we have a delivery address which we assigned a contact, tel nbr and lengthy delivery instruction. That delivery address now has a new contact site manager / tel nbr, nothing else has changed, but we cannot edit the delivery address within the PO, we have to make up a whole new address within contacts.
Please could you ask your developers to make it possible to amend the information within a pre-existing delivery address. Also we want to be able to create the delivery address within the purchase order and NOT have to make an address within contacts, as they are not a customer nor a supplier!