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Blanket Purchase Order numbers

Tim Paiva

For those business units that use a blanket purchase order for the entire fiscal year is there a possibility of setting ManTra up such that the Blanket PO number can be automatically assigned to every project in that business unit as opposed to having to individually add it in for each project?
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    Hi Tim,

    it is possible to specify a default value for “PO Number” in a custom attribute field at project creation. We could set the default value for this field to the blanket PO number used for the current Fiscal Year. At the start of the next Fiscal Year, the default value could then be updated to the new PO Number.
    This is different from what is currently configured for your organization in ManTra. Currently you provide the payment information at the point of project authorization. If you want us to change the setup and have a fixed PO number please raise a Gateway ticket with the request (under Managed Service as per agreement) and specify the PO number to be set.

    Thanks,
    Jacqueline
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    Hi Tim,

    it is possible to specify a default value for “PO Number” in a custom attribute field at project creation. We could set the default value for this field to the blanket PO number used for the current Fiscal Year. At the start of the next Fiscal Year, the default value could then be updated to the new PO Number.
    This is different from what is currently configured for your organization in ManTra. Currently you provide the payment information at the point of project authorization. If you want us to change the setup and have a fixed PO number please raise a Gateway ticket with the request (under Managed Service as per agreement) and specify the PO number to be set.

    Thanks,
    Jacqueline
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