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Include a Committed Budget column in the PO excel template for upload

When purchase orders are created using a template upload, there is no column to record Committed Budget. After it is uploaded and a new order created, you need to manually go into each item of the PO and add the amount of Committed Budget.

  • Vicki Thomson
  • Jun 25 2020
Project Operations
Company Santrev
Job Title / Role Finance Manager
I need it... Yesterday...Come on already
  • Attach files
  • Guest commented
    June 29, 2020 02:00

    Hi Vickie,
    Let's treat that as a bug!
    The upload should commit the full amount of available budget up to the
    value of cost, on upload.
    Would you mind logging that as a Support case and we will fix.
    You can comment on the case that you have chatted with me about it and
    believe it to be a bug.
    Now, if you would like to commit less or more that the order value that is
    a different question and we can look at that separately. Please let me know.
    thanks
    Andrew

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