Name of Feature/Request: Unbilled Items added to a PO after related Bill has been created are not appearing in the the options under “Add Items from PO” on the Bill
What financial, time savings, or quality of life improvements will occur from this: To have unbilled items on related PO should appear in the option to add onto the Bill. | Frequency: Weekly | A Bill gets created from a PO making the PO Fulfilled. The concern lies if the customer returns to the PO and adds more Items to it. The Status does not change back to In Progress from Fulfilled and so on the related Bill the unbilled Items do not display to be added. This causes the POO and Bill to not match and it also makes it easy to miss Items that still need to be billed.
Attempted Solutions So Far: Manually add the Items to the Bill to match the updated PO.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: A customer creates a bill from a PO. User adds items after the related bill has been created, so the items are ‘unbilled’. When the user tries to ‘Add item from a PO’ on the Bill, the unbilled items on the related PO do not appear as options.
/Images: Unbilled item on PO
related PO with unbilled item does not appear as an option in menu on Bill | Previously accomplished: Manual input
StrivenID: 5531857