Wishlist: PO Filter by options include Fund
Affects | Status | Importance | Assigned to | Milestone | |
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Evergreen |
Confirmed
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Wishlist
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Unassigned |
Bug Description
Wishlist.
It would be very useful if one of the Filter options in purchase orders was the ability to filter by fund. However, I think this would be most useful if instead of a list populating of active funds as we do elsewhere, the list was populated by the funds already assigned on *that* purchase order. So the list would populate from the line item details on that purchase order, along with an option for "No Fund Assigned."
I had a purchase order this morning where many different funds were assigned on line items in the purchase order, but they were all using last year's funds. So a list of this year's funds wouldn't have been useful in that case. If I could have filtered the list of line items by one fund at a time, I could have used the batch updater to update each set of funds to the new year fund.
And having an option for "No Fund Assigned" would be really useful when the activation error tells you you're missing a fund, but not which line item(s).
I agree. Having the ability to filter by a particular fund used in the purchase order, or by no fund, would be a welcome, time saving, feature.