2023.28: PO PDF, Project Timeline

Features:   

Work Order Changes:

Vendor PO PDF Change (US-5708): There was confusion with all of the different numbers in the Vendor PO that is emailed to vendors when they are assigned a work order. To fix this, we have removed the Client WO # from the PDF. This change will streamline communications and allow the Tracking # to operate the way that it was meant to.

Project Changes:

Timeline flows to all POs in Project (US-5458): When a vendor is assigned a purchase order on a project, the vendor will now get to view the timeline that has been created for the project. The vendor will not be able to edit the timeline. The only people that can edit the timeline, are the ones that created the project.

The timeline for existing projects will be updated to share down to all POs, and the vendors will be able to view the timelines that have been created. The vendors will not be able to view any template titles or information that were used to create the timeline.

Hiding Timeline for Canceled Project Purchase Orders (US-5421): With the timeline being shared, we will also revoke the view of the timeline to all vendors that are under a canceled PO. Any user that has a canceled Project PO, will no longer have access to the timeline for that project, and if that user had any vendors, then their project timeline view will also be revoked. 

• Project_1

  • PO_A (CANCELED)

    • Project_2 (No timeline)

      • PO_C

        • Project_4 (No timeline)

      • PO_D

        • Project_5 (No timeline)

  • PO_B

    • Project_3

If the project is re-opened, then the view of the timeline will be restored.

Bug Fixes:    

Document Label Display (US-5353): We have fixed a visual bug that was making it look the Document label was cleared when selecting a new label to replace the original. The label will now display as expected.