Ticket #333 (new enhancement)
Required Purchase Order option
| Reported by: | jmoore@… | Owned by: | brieb |
|---|---|---|---|
| Priority: | minor | Milestone: | unknown |
| Component: | phpbms | Version: | 0.96 |
| Keywords: | duplicate | Cc: | jmoore@… |
Description
On the client record on Order Defaults, it would be helpful for the BMS to have an checkbox option to "Require P.O." for new sales orders.
Yes, the BMS has a client PO# on the Sales Order screen....this new suggested feature would be a way to require the client PO# field to be populated (or not). Some organizations strictly require a purchase order to be issued for the transaction to be recognized (and later paid when work is completed). This would be a helpful reminder to the person entering an order in the BMS.
Perhaps the BMS, on the creation of a new order, could bark at them and notify that a P.O. is required. And when saving the sales order record, the BMS would again bark if the PO field is not populated (if that option is checked on the client record).