Overview
Customers want more control when expanding a purchase order (PO) that was originally created from a task. While creating or fulfilling a purchase request, purchasers often add additional parts from the same vendor, such as understocked or commonly used items—that are not intended for the originating task. Currently, all added parts are automatically linked to the task, causing inaccurate task records and extra cleanup.
Current Limitations
• Any part added to a PO that originated from a task is automatically assigned to that task.
• Purchasers cannot add inventory-only or future-use parts to an open task-based PO.
• Understocked parts can only be bulk-added from the Parts page, not during PO fulfillment from a task.
• Users must remove unintended parts from the task or create separate POs as a workaround.
General Example
A technician submits a purchase request from a task for five parts from Home Depot. When the purchaser reviews the request, they realize there are five additional understocked parts from Home Depot that should be ordered as well. When those parts are added to the same PO, they are automatically linked to the task, even though they were meant for general inventory, forcing the purchaser to manually remove them from the task or abandon the combined PO.
Requested Enhancements
- Allow parts to be added to a task-created PO without automatically associating them to the originating task.
- Prompt users when adding a part to a task-based PO with an option such as “Add to task?” (Yes / No).
- Support mixed-use POs where some line items are task-related and others are inventory-only.
- Enable adding all understocked parts from the same vendor directly within the PO workflow, with clear task-association controls.
Business Value
• Prevents inaccurate task-part assignments and reporting.
• Reduces manual cleanup for purchasers and planners.
• Eliminates unnecessary duplicate POs for the same vendor.
• Improves purchasing efficiency and aligns workflows with real-world procurement behavior.
