Multi-Line Purchase Orders

With the addition of multi-line purchase orders that connect to multi-line bills, we have completely revamped how someone requests a PO in Teampay. As such, we’ve migrated all existing POs to our new multi-line PO experience.

This migration should have minimal impact on existing and past POs with a few minor exceptions, as noted here.

FAQs

If you had a simple PO, what does it look like now?

• A PO line item will be created based off the header’s information.
• Any required fields for PO-attached Bills will come directly from the PO.
• All POs now require a Category. If a previous PO did not have a category, we will automatically default to your organization’s default Category.
• This new line will be marked as created by the system the day of the migration (February 6th, 2024), showing up as a history item

What happens to legacy multi-line POs (that weren’t able to connect to bills)?

• Teampay’s old multi-line PO experience will no longer be active, and old multi-line POs will be changed to the new PO experience. This will result in a change in how those POs are formatted as expense lines as follows:Quantity * Item line amount = New Line Amount , Description [Qty: #] . For example:
  • OLD: Description: Laptops , Quantity: 2 , Amount: $1,000/ea
  • NEW: Description: Laptops [Qty: 2] , Line Amount: $2,000

What happens with syncing?

• Current information regarding external_ids and sync status will migrate as-is
• Any resync failures will be marked as sync errors and you may need to resync again or double-check your ERP to ensure the PO data is correct.
• Our legacy multi-line POs synced as Items , whereas our new multi-line POs sync as Expenses , which may cause sync errors.

What happens to POs currently being updated (i.e. new funds being requested)?

• If no additional amounts are requested (i.e. amount change is 0), the PO migrates as-is
• If additional amounts are requested (i.e. amount change is >0), the PO’s approval state is set to pending until the requested amount is approved.