There will be times when a Make Safe job purchase order is sent to a trade without a correct budget set. After all, you never know what the scope is until you get there!
Often times, once the trade finishes the job, they might have to come back to you to advise that the budget allocated for the job needs to be changed. You couldn’t do that before as the PO is marked as "Sent"
Our solution:
On purchase orders that are linked to a Make Safe job type, there’s a new button called "Amend PO" linked to the save button drop down options. This button will be visible for all job types but in a "read-only" state for purchase orders not linked to Make Safes.
Clicking "Amend PO" will put the PO back into Draft status.
After clicking “Amend” on a PO, and then sending the "amended" PO to vendor, we send an email to the selected trade, the Finance Manager and the Executive manager based on "amended = true". The email alerts the recipients that an amended PO has been sent to vendor.
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