How to use JIRA to track purchase orders using a built-in spreadsheet

Bradley Bauer_yb85m6

Currently our purchasing system works as such: print out a purchase order form based on an excel spreadsheet which collects part numbers, QTY's, taxable (Y or N), and unit price which then calculates the total price. It also collects information such as the vendor, account being charged and vendor phone number. Is there a way to generate an input spreadsheet in JIRA which collects this data from the employee and performs these calculations so it can then be seen by our purchasing department and parts can be ordered. This info will also need to be compiled and exported on a weekly basis into a local running spreadsheet on one of our drives. 

John Funk

Hi Bradley - Welcome to the Atlassian Community!

If I am following you correctly, you can probably do this. Create a project ( use Software Development, Kanban, Company-managed).

Then create all of the custom fields where you are capturing the data. Be sure you use number type fields where appropriate, like Unit Price and Quantity.  Also create a number type custom field for the Order Total Cost which will store the calculation.

Then you can create an automation rule to do the calculation based on the formula needed. You might post back here when you get to that point if you need help.