Redwood Purchasing – Improve Navigation Following Purchase Order Creation from Staged Documents

Summary:

We are currently implementing Redwood Purchasing and gathering feedback from organisations testing the functionality in Cloud UAT.

One of the key issues identified during our initial testing, and subsequently raised by multiple organisations, relates to the navigation flow when creating a Purchase Order from a Staged Document.

Content (please ensure you mask any confidential information):

In Classic Purchasing, when a user selected Create within the Document Builder, they were taken directly to the newly created Purchase Order. From there, they could review and complete the order before submitting it for approval and onward transmission to the supplier.

In Redwood Purchasing, the process differs. Once a user has created a Staged Document, which provides similar functionality to the Classic Document Builder, they select