What’s new in version 25.04
This week we’re deploying support for requisition numbers, making it easier for accounts to track the status of their Purchase Orders. Read on for details!
Questions about our latest updates? Contact our support team.
Purchase Orders
Accounts that require more control over their PO approval process can now request that alternative numbers be used to track newly submitted Purchase Orders.
We’re introducing support for requisition numbers, which will help distinguish recently submitted Purchase Orders from those that have already been approved. When Purchase Orders are approved, an official PO number will be generated.
Accounts using this approach will find two new columns on their Purchase Order page:
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Requisition No.
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PO No.
Requisition numbers and PO numbers will only be generated for Purchase Orders created after this feature is deployed.
When a new Purchase Order is created, a Requisition No. is automatically generated.
The PDF version of the unapproved Purchase Order will reflect the requisition number.
The approval process for Purchase Orders has not changed. Designated approvers will be notified that the form requires their approval. They can text back the requisition number or use the ‘Approve’ action in Aimsio to approve it.
Once the PO has been approved, a PO No. will be generated. Note that the Form Number and PO No. match.
Interested in using this new feature? Please be sure to get in touch with our Support team for deployment.