💡 This setting can be enabled via the Recurrency Settings page, which account Admins have access to.
Although Recurrency doesn’t fully support special orders within the PO flow yet, we’ve made it easier to identify suppliers with special orders. This allows you to handle them correctly in your ERP as needed, ensuring a more streamlined workflow.
How It Works
Start Your Purchase Orders Flow: Begin your purchasing process as usual, either from the Purchasing Groups or Purchase Targets tabs in Recurrency.
Filter Special Orders: You can filter out POs that have special orders associated with them if you prefer to focus only on stock orders. This option helps you manage your workflow more effectively.
Look for the Warning Icon: When working across all POs, keep an eye out for a warning icon next to any supplier with an associated special order. This visual indicator ensures you don’t miss any special orders.
Hover for More Information: Hovering over the warning icon will display a tooltip with guidance, informing you that the PO contains a special order and needs to be completed in your ERP (P21). This ensures that the special order is processed correctly.
Process the PO in P21: After identifying a supplier with a special order, do not process the PO within Recurrency. Instead, create the PO directly in your ERP (P21) to handle the special order appropriately.
Leveraging Special Order Visibility
This feature is designed to enhance your workflow via:
Reduced Manual Effort:
You no longer need to manually check each PO for special orders. The system flags these POs automatically, saving you time and effort.
Improved Efficiency:
The clear visual indicator helps you avoid the hassle of starting a PO in Recurrency, only to later discover it contains a special order. This feature helps you quickly identify and complete the PO in your ERP from the start.
With automated flags and clear visual indicators, you can easily manage special orders, saving time and ensuring a smoother, more efficient process.