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Created by Nick Weilemann
Created on Jul 19, 2023

RELATED IDEAS

PO Balance XSD

The current XSD that is built for purchase orders displays the Current PO Balance at the time the GI is saved and not the PO Balance on the record.

Please create an XSD to display PO Balance on record.

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  • Michael Worthington
    Reply
    |     Aug 7, 2023

    The client is looking to get the PO Balance as of the time of the General Invoice is saved. Currently, the only time that ProjectSight pulls the PO Balance into the General Invoice is when the record is being saved so that it can verify whether or not the invoice has been overbilled.

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