Patch 22.6.1.260210 - Module: Purchase Order Management

Users with permission now have the ability to link a Request to an existing Purchase Order (PO). Previously, Requests could only be linked to Contracts—this enhancement expands the Request workflow and improves traceability between Requests and downstream purchasing activity.

This new functionality helps organizations better manage their procurement lifecycle and maintain a complete audit trail between Requests and Purchase Orders.

View Linked Purchase Orders

On a Request record, under the Linked Records tab, you will now see a list of any Purchase Orders linked to that Request. 

If the Request was originally created from a PO, the link will appear automatically and cannot be removed to ensure data integrity.

Link a Request to an Existing Purchase Order

You can now attach additional Purchase Orders to a Request:

1. Open a Request record
2. Select View All Actions
3. Under Manage Records, choose Link to Purchase Order
4. Use the search page to find the PO you want to associate
5. Click Link

You will be returned to the Request’s details page with the linked PO now displayed.

Remove a Linked Purchase Order

If a PO was linked manually, you can remove it:

• Go to the Linked Records tab
• Click Delete next to the PO you want to unlink
• Confirm the removal on the pop‑up prompt

(Reminder: POs that originated the Request cannot be removed.)

How will this affect users?

This enhancement provides:

• Better visibility into the relationship between Requests and Purchase Orders
• A more complete view of procurement activity
• A more flexible workflow that supports real‑world processes

Clients now have a more seamless and traceable link between Requests and the purchasing operations that follow.