Feature Overview:
We’re pleased to introduce an enhancement to the Purchase Order (PO) view page, which now displays the complete hierarchy of related source transactions within the timeline. This feature offers greater visibility into the full chain of transactions leading up to the PO, allowing users to easily access each transaction's details.
Users can now seamlessly navigate the entire transaction sequence from the PO page, enhancing traceability and supporting informed decision-making.
Key Enhancements
Full Transaction Hierarchy in PO Timeline:
- The PO timeline now reflects the complete sequence of related transactions, rather than just the immediate preceding source.
- Users will see the full flow (e.g., BOQ → PR → RFQ → QC → PO), making it easier to understand and track all related documents.
Direct Links to Source Transactions:
- Each transaction shown in the timeline is now an interactive link. Users can click on any transaction to open its details in an overlay, simplifying access to prior documents.
Benefits
- Enhanced Transaction Visibility: Easily view and track each transaction in the sequence, gaining a complete view of the process flow.
- Efficient Access to Details: Quickly access relevant source transactions by clicking on links directly within the PO view.
- Streamlined Workflow: This improvement simplifies document navigation, making it faster to confirm details and understand transaction history.
Screenshots:-
The PO view page timeline is displayed as "New" when the PO does not have any source.
The entire transaction hierarchy is displayed in the PO view page timeline as "Source," with each transaction as a hyperlink :