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eTrition Ideas Portal
Status In Discovery
Created by Laura Perez
Created on Aug 4, 2026

Purchasing Screen - Ability to set future Requested Dates for new school year Purchase Orders

Currently, the Requested Date is automatically generated when a Purchase Order is ordered and cannot be set manually.

We would like the ability to either:

  • Manually enter the Requested Date, or preferably

  • Configure a default Requested Date for a new fiscal or school year

For example, once a new school year is opened, users could begin creating Purchase Orders in June that automatically receive a Requested Date of July 1.

The preferred option would be the ability to configure a default Requested Date, as this would provide greater consistency and stronger internal controls by ensuring all Purchase Orders for the new school year are assigned the correct date automatically. This enhancement would improve planning, reduce manual workarounds, and help maintain accurate purchasing records.

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