Updates:

  1. New features available for Requests for Proposals 
  2. Documents reassigning to another issuer

New features available for Requests for Proposals 

  • Products Custom Fields for items

To enable choosing Product Custom Fields for items in Request For Proposals, go to Configuration → Products Custom Fields, select needed PCF and tick the box "Requests for Proposals."

  • Links to Related documents

When you create a 'Purchase Order from Requisitions' from the specific RFP, the link to this/these PO(s) will be displayed in the RFP's items table and on the RFPs documents page.



Documents reassigning to another issuer

A new option allows changing the initial issuer for another person. To do this, click on the Edit button on the document page and select another user from the drop-down named

  • Requester - for the Warehouse Request Purchase Requisition
  • Purchaser - for the Purchase Order
  • Issuer - for the Invoice
  • Receiver - for the Receipt


Note: the person should have access to all documents custom fields, and locations used in documents. Also, appropriate roles should be activated.


An example with Purchase Order: