Under Community Review

Optimize Purchase Order (PO) workflow in Mantra - allow to send PDF of PO through Mantra

Issue: While it is possible to create a custom piece of metadata to document and track the PO Number for an approved project in Mantra, clients still need to send SDL or another vendor (in a multi-vendor Mantra instance) the PDF of the Purchase Order offline (through email).

Suggestion: It would be very nice if clients could attach/upload the PDF of the PO to Mantra and it could be sent to the approved vendor all from within Mantra or the quote approval email and not require a separate email or communication.

Rebecca Herrera
Parents

  • If people associated with the job get a notification of the upload of the particular file, then yes. This would help with additional reference material, not just PO's, added mid-project in general. If the requester still has to email to notify, that would defeat the purpose.

Comment

  • If people associated with the job get a notification of the upload of the particular file, then yes. This would help with additional reference material, not just PO's, added mid-project in general. If the requester still has to email to notify, that would defeat the purpose.

Children
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