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Portal PO access to udField needs to be accessible in PO Dashboard and Purchasing Agents

We have a larger manufacturing/construction company with 6 multi-state locations and purchasing people at each site. We set up the ud for Plant Location - assuming our Purchasing people would be able to filter and/or sort by this field. However, there is no access or filtering of the ud Field in PO Dashboard or Purchasing Agent. This makes the HFF PO Requisitions tool unusable for us because we have a large number of people making requests of purchasing and a large number of PO's being issued (9,500 PO's in 2020 - without using requisitions). Without this access, the individual sites/staff would have to weed through all the requisitions to process their plant. It is just not workable with the volume.


Please make the ud field filterable on PO Screens! Thanks!

(set up in Portal settings>Purchase Orders>Advanced Configuration>ud Field & udlookup)

Thanks!

  • Laura McGillicuddy
  • Sep 24 2020
  • Likely to implement
Company Metromont Corporation
Job Title / Role Director of Financial Planning and Viewpoint Admin
I need it... Yesterday...Come on already
  • Attach files
  • Kim Folgate commented
    April 13, 2021 14:50

    Agreed. The udfield value would be increased tenfold if it was visable from the grid.

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