Purchase Order: Automatic Ordering
In the Purchase Order module, we would like the ability to automatically Order the PO when the PO status is changed to "Approved". The PO status is currently automatically changed to "Approved" when all approval requests are approved.
I'd envision this workflow:
- User creates PO.
- During PO creation process, 2 new fields would be included on the PO creation screen.
Field 1: Checkbox - Label: "Check this box to have the system automatically Order the PO when PO status is set to "Approved"
Field 2: Textbox where users can enter one or more user email addresses. These email addresses would automatically receive the "Order the PO" email when the PO status is changed to "Approved". This textbox would be required if the checkbox field 1 above was checked. - User fills out the 2 new fields above
- User finishes PO creation
- User fills out "approvals" tab
- Approvers approve all approval requests
- "Order this PO" email is automatically sent to email addresses in new field #2. PO status is automatically changed to "Ordered"
By adding this functionality, it would eliminate a manual step of ordering the PO.