Tropical Texas Behavioral Health
Enhancement Request: Purchase Order Detail Report – Blanket PO Spending Visibility
There is an opportunity to enhance the Purchase Order Detail report to provide better visibility into Blanket Purchase Order usage. Currently, the report displays only the Blanket PO details and does not include the regular purchase orders generated from the Blanket PO or the remaining Blanket PO balance (see current-state screenshot from attached excel file)
We are considering updating the report so that, when a Blanket PO is selected, the associated generated regular purchase orders are included and a remaining Blanket PO balance is calculated by subtracting valid child purchase orders from the original Blanket PO amount (see expected-result screenshot from attached excel file).
This enhancement would support improved tracking of Blanket PO utilization and reduce the need for manual reconciliation.