School Business Suite
61 results found
-
Add Commodity Codes to Vendors
Add an option to assigned commodity codes to vendors to help shorten the list of codes the user has to see during requisition entry
4 votesThank you for submitting this product idea. We are reviewing it.
We’d like to see more support for this idea prior to considering it for development.
This idea remains open for continued voting and user commentary.
Thank you!
-
Select Multiple Purchase Orders to Print at same time
It would be helpful to be able to highlight multiple lines/multiple purchase orders in the purchase order entry screen and print several PO's at the same time. I know there is a utility to print multiple purchase orders, but it would be much easier to be able to highlight the PO's that you want and hit the print button rather than fumbling around look for the utility and then trying to narrow it down to just the handful that you want to print. It would save a lot of time if you could just select multiple and print them at…
5 votesThank you for submitting this product idea. We are reviewing it.
We’d like to see more support for this idea prior to considering it for development.
This idea remains open for continued voting and user commentary.
Thank you!
-
Notification when PO gets approved
It would be nice to have an option to send an email to whoever is in charge of doing the ordering of newly approved purchase orders. For example, I do the ordering, but I am not part of the approval process. When a requisition finishes getting the approvals it moves into a batch purchase order. Currently someone has to tell me that the purchase order is out there or I have to physically go check if there is something new. Most people assume that I am notified, but I am not so new purchase orders can sit out in batch…
1 voteThank you for submitting this idea. We suggest trying this instead:
(1) A Requisition/PO Listing report template can be created for just Batch status POs (WF\PU\RP\RP).
(2) After the report is executed, from My Print Queue, select the report and press the Tasks button.
(3) On the next screen there is a Schedule This button to create a scheduled task for the report.
Please see attached screenshots for visual examples.
Thank you!
-
Add Req Entry Option to make Commodity Codes a REQUIRED field on YDA/YMA requisitions.
More and more districts want to use Commodity Codes, but so often the field is forgotten when the detail is being added.
Add a Purchasing > Setup > Configuration > Req Entry Option to make Commodity Code Field a required field on each line item for YDA, or entire PO for YMA and/or Blanket POs.
3 votes -
Receiving Records, quantities remaining
In Purchasing > Purchasing Activity under the Receiving Records, it would be beneficial to see the records added together to give the remaining quantities yet to be received. I think adding an extra column after "PO Quantity received" titled something like "Line Nbr. Quantity remaining" would be possible.
3 votes -
Updating purchase orders
change the purchase order when I receive an invoice for prices and shipping-before I print the check
1 vote -
Balance in account
When doing a purchase order requisition and pull in the account number-show the balance in that account.
2 votes -
COMMODITY CODES - YMA on requisitions & COMMODITY CODES on A/P invoices
We would like to use commodity codes but don't due to the YDA limitation. 90% of our purchase orders are YMA with many lines of detail on each requisition. Having to put an account code for every line item and selecting individual commodity codes per line item is very cumbersome. If one commodity code to could be assigned to a PO via the YMA process it would be helpful. Also, an option to add commodity codes in A/P would help when there is no PO associated with an invoice/payment. Then, we could run reports showing purchases and payments by commodity…
6 votes -
report
Mass Print PO's. Is it possible to add the ability to print a range for history reports? This would be helpful when an open records request comes in with a specific date range.
6 votes -
Ability to Look Up PO's y Vendor Name
Currently the only way to search for a PO is by the PO#. There are many times we don't know the PO# and only the vendor name. So it would be helpful to be able to search for a PO by the vendor name in each PO group.
11 votes -
Requisition Notification Option for Selected Individiuals
I would like the ability to select certain purchase order/requisition groups to be set-up to receive notifications of when there are approvals waiting for them. This capability would be much better as an individual option instead of a district-wide option.
4 votesThank you for submitting this idea. We’d love to see more support from the Skyward user community prior to considering it for development.
This idea will remain open for continued voting and comments by the Skyward user community to show their support.
Thank you!
-
Add to PO printing config the ability to have "Blanket PO" printed on hard copy
If a PO is flagged as a "blanket po" to have that printed on the purchase order like it shows on the Req.
4 votesThank you for submitting this idea. We suggest that you try this instead:
Navigate to Web Finance > Purchasing > Setup > Configuration > Purchase Order Printing Setup to define your PO Form Definition. There is a checkbox at the bottom of the page under “Additional Parameters” to “Print Notes with POs and Requisitions”. The Print Notes with PO’s and Requisitions will print any attached notes with it. So we recommend putting in an actual note that says Blanket PO.
Next, navigate to Web Finance > Purchasing > Set Up > Configuration > Requisition Entry Setup Options > Requisition Entry Options to define your Requisition Entry Options.
Finally, verify in System Admin > Financial Management > Financial Management Configuration that you have “Use Print Engine Purchase Orders” checked.
This set up will allow you to print “Blanket PO” on a Purchase Order.
Thank you!
-
Security to the change order status in Ecommerce unordered PO's
I would like to request for enhancement to add some sort of security to prevent anyone hitting the button for the change order status from the unordered PO only screen in Ecommerce---we lose the PO and cant find it...and then have to start all over.and delete and re-enter..in the future
2 votes -
Save eCommerce Requisitions
Give the ability to save eCommerce Requisitions once started. Sometimes you will be entering an eCommerce order and you will have 50 things that you want to get. Once you hit the submit button it will crash and you loose everything. It would also be nice if you could save it that you could come back and make any changes for example you decided you only need 5 boxes of pens instead of 10. If you had the ability to edit, it would take about 20 seconds instead of 20 minutes to fix.
2 votes -
Other Ways to Search for a PO or Requisition
Add other ways to search for PO's and Req's besides the PO or Req number. Specifically by vendor, amount or date span. Most of our users (other than our AP person) are looking for a PO to view what was ordered so they can reorder, to know a price, to know a quantity, to find out an account number, etc. but they don't know the PO or Req# to search for it in Skyward.
6 votes -
Add a warning flag to requisitions that do not have an attachment and to the approver
We would like a warning flag to pop up when an employee submits a requisition and does not have an attachment(quote/invoice). We would like another warning for the approver if they approve a requisition without an attachment (quote/invoice). Our staff are to attach the quote/invoice and our admin are supposed to look at the quote/invoice, but that doesn't always happen. Thank you!
20 votes -
Print PO's with signature from PU/VO
It takes far too many clicks to print a signature on just one PO. Right now the only way to do it without needing a signature password is to try from Mass Print PO's. If it has been approved there should be a way that when your print your purchase orders from View My Purchase Orders (PU/VO) that it shows the signature on them
3 votes -
Purchasing vs Recieving
A purchasing and receiving report so you can easily view what was ordered, received and paid. Very simple column headings:
PO number , description, quantity, received quantity, invoice number, check number8 votes -
Default Description or Account code for specific vendors in purchase order
It would be nice if we could have a default description or account code given for certain vendors in the PO process. For example, some vendors require certain information that if we automatically included, the end user would not have to enter it in each time or enter it incorrectly. Also, if a vendor is specific to an account code, then it would default to a certain code.
2 votes -
Purchasing Reports
When running a Purchasing Report (specifically PO Payment History and Account Number Sequence reports - I would like to see the option to select a Fiscal Year so that when you have opened your new fiscal year you can run reports of purchase orders for the current fiscal year only instead of getting both fiscal year's PO's.
13 votesThank you for submitting this idea. We need your feedback.
Where do you expect the Fiscal Year to be applied? Would it apply to the Fiscal Year on the Purchase Order? Or would it apply to the Fiscal Year on the Payment? Or would the Fiscal Year apply to something else?
Thank you!
- Don't see your idea?