We need the ability to see the line item type associated equipment number or project and notes on the PO in the PO Receiving section. Right now our receiving employees cannot see where these items should go because none of that important information is displaced. Example my order will say its for inventory or equipment but the receiver cannot see that and has to refer back to vista
Company | Slurry Pavers |
Job Title / Role | IT |
I need it... | Yesterday...Come on already |
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Too explain how this could work for our company, we really only need two fields to come in from the Vista tables to show on the "Find your purchase order screen"
When entering the PO number it pulls in the description of the PO, this is ok but our warehouse staff dont know what job or workorder or who ordered it.
We would like to see two fields that populate the info "Ordered by and Job or Work Order Number"
once the PO is entered to search and selected, the data would pull from Vista and populate ordered by and the job or work order number, which ever is applicable.
Hi Michael,
Thanks for getting back to me so quickly. If we could see the line type and the notes field that would accomplish our goal.
Thanks!
Thanks for writing in. I'm trying to understand this request. Attached is an image of PO Receiving. My understanding of your request is you want to see how the po item is coded? My concern is that showing the entire coding will cover much of the screen and complicate the flow. What is the minimum information we can show to keep the screen simple, but give your team the info they need.