When attaching paperwork from suppliers (eg: Quote, Delivery Docket or Invoice) to a Quote, Purchase Order or Bill, it would be good if this paperwork followed the Quote/Purchase Order through to the bill. As it is now when I create a Purchase Order and attach the Quote & Delivery Docket once the item is received, I then change it to a bill and when it’s a bill it has no attachments, this is where I have to re-attach the same paperwork. It would be great if everything that is attached to a job is all there when it’s changed to a bill, without having to scroll down and click on the P/O or Quote to find other attachments.
Tina Giacomin
supported this idea
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When attaching paperwork from suppliers (eg: Quote, Delivery Docket or Invoice) to a Quote, Purchase Order or Bill, it would be good if this paperwork followed the Quote/Purchase Order through to the bill. As it is now when I create a Purchase Order and attach the Quote & Delivery Docket once the item is received, I then change it to a bill and when it’s a bill it has no attachments, this is where I have to re-attach the same paperwork. It would be great if everything that is attached to a job is all there when it’s changed to a bill, without having to scroll down and click on the P/O or Quote to find other attachments.