It would be helpful to know the correct person to contact if there is a question about the purchase order.
Toni Jackson
| Company | MDAVIS |
| Job Title / Role | ACCOUNTS PAYABLE |
| I need it... | Yesterday...Come on already |
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The first 10 Characters are no help either, we have quite a few father and son duos working for us that have the same name and therefore initals.
In Vista PO Entry, we are using a custom lookup linked to the HQ Reviewers for Ordered By. Using the person's name does not work. When you attempt to create a PO, it generates an error about truncating a text field and left the PO in a partial state. It also is not the value use in HQ Reviewers. We cannot change this as the system has been in place since 2002. Since the system has a record of the HQ reviewer for the person creating the PO Requisition, we would like an option to have the system populate Ordered By from that value..
Hey Team,
Instead of initials, you can use the first 10 characters of each users name. Go to Admin > Portal Settings > Purchase Orders > General Configuration > Use Full Name (first 10 characters) instead of Initials for "Ordered By"
Please let me know if this is helpful.
Thanks!
We would like the field to populate with the HQ Reviewer value in the User's Financial Control setup page.
we have multiple purchasers with the same initials.. this would be helpful to have a user defined field to pull initials from...