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.