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PO item line description to populate the nominal transaction narrative

It would be really useful for the PO item line description to populate the nominal transactions reference on the Post Purchase Invoice screen (like Sage 50 does)

Then when users run a Budget Statement Breakdown by Dept/CC/Combined Budget the Posted transactions sub report could show the actual transaction detail.

At present the user has to manually key this in on the Record invoice screen after already manually entering it on the PO. - Unnecessary duplication of data.

Danny Broxup
  • in reply to Geoff Turner

    For education it works well as their invoices/orders aren't that large, but I get what you're saying

  • This would be really useful and time efficient for schools who can place orders on behalf of school departments.  On receipt of deliveries and invoice, the information on the original order should be available on the invoice screen to record items received and pay only part of the order applicable.  Other finance packages offer this as standard.  I cannot understand why this can not be an option here, as the data is in the system already.  

  • For some of the sites I know, this would be awful.  Their purchase orders are often more than 1000 lines, often with just a few nominal codes, so splitting the nominal analysis by lines would be hopeless.

    So I'd suggest that this is a new POP option.  And you'd then need to say exactly what you want as the narrative - stock code? qty? description? price? supplier? authoriser?

  • The only pre-requisite I would see for tgiua to work would be that the postings to the same NL code would have to be split. At the moment they're grouped together as a lump sum.

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