Adding a PDF document to a Purchase Order

[tubefeed1]

Our current purchasing process is as follows:

Get a paperbased/email Quote from a Trade

When we accept the Quote we issue a PO

Invoice arrives via email, we match to PO in MYOB and convert PO to invoice

We source paper quote, cross-check with invoice and store in folder with printed invoice (at this point the invoice might not match the quote if the work is not complete, or if there has been additional work done)

What we want to change:

Is there a way that a pdf of the Quote can be added to the PO in MYOB so that when the invoice comes in, we don't need to 'find' the Quote, instead it is already saved with the PO?

This would save us heaps of time. Alternatively, if there is a better way to manage this, please let me know, I am all ears!!

[tubefeed1]

Anyone have an idea?

[Steven_M]

Hi @tubefeed1 

Currently, AccountRight 2019 will allow for the user to add an external attachment to a Bill through the In Tray. If the transaction is a quote/order that transaction would need to be converted across to a Bill prior to the document being attached.

To my knowledge, we don't have any immediate plans to introduce the ability to add those In Tray documents to quotes/orders, only bills.

[tubefeed1]

That is a shame, it makes sense, particularly for those in industries that provide a lot of quotes eg. construction.

[Tarabarnard]

Hi,

I would definitely support the ability to use the in tray to either create a bill or a purchase order. When approving an order you want to see quotes etc attached. Some companies also use the PO work flow process to get invoices approved for payment. Ie they drop the invoice into the tray that then creates either a PO or bill from the invoice. If PO it then gets approved and can be paid. I definitely think MYOB should try allow that functionality. At moment you can change a bill to a PO but it drops the PDF attachment. 😞