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Former Member
Oct 12, 2011 at 06:14 PM

Procurement confirmation

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Hello,

Customer has upgraded from 2007 to 8.81 and has a complaint that the process to auto-generate a purchase order from a sales order is longer (more steps) than in version 2007.

In version 2007, you tick 'purchase order' on the logistics tab of the sales order, then window pops up where you fill in the preferred vendor, select all, click >>. Done.

In version 8.81 you tick 'procurement document' on the logistics tab of the sales order, then window pops up where you have to confim the customer, then on step 2 i select "go to final step', then it brings me to step 3 to fill in preferred vendor and then to final step. So, there are 4 steps compare to 2.

Are there any settings available for the Procurement Confirmation Wizard? Is there a way to skip step 1 (this first screen is not necessary) and to have 'go to final step' always selected automatically?