Web Purchasing - Need Option to Have Purchase Orders Created Automatically Once Requisition is Approved

As mentioned in this post: https://community.blackbaud.com/forums/viewtopic/148/31225?post_id=144655#p144655, there is a need to have the ability for Purchase Orders to be generated automatically.


I want my approvers to be able to generate purchase orders for requisitions they have approved, however it seems that they need to log into the WP portal to approve the requisition and then would have to log into FE to generate the purchase order. This doesn't work because the supervisors who will be approving requisitions don't use FE for any other part of their job. Having to take the extra steps of downloading and logging into FE just to generate a PO is too much to ask. If a purchase order could be automatically generated once the requisition is approved, this process would go much more smoothly. (Especially if a copy of the purchase order would automatically be available to the person who initially submitted the requisition, so they could proceed to making their approved purchase.)

Thank you!

  • Guest
  • Feb 13 2018
  • Needs review
  • Attach files
  • jacob bergren commented
    April 29, 2019 13:16

    Same thing for us...it would also be need to automatically email the PO as an PDF attachment as well.

  • Guest commented
    August 27, 2018 21:29

    Our Accounting Specialist currently manages FE and generates the PO.  Then the originator goes back into WebPortal and "receives" the ordered items.  It's definitely a lengthy process.