Business case: Get multiple invoices from same vendor with same dollar amounts. Approver has to click into each invoice to see invoice number. If you click into the invoice, it then reverts the invoices you marked as approved back to blank. Very tedious and time consuming. The vendor invoice number field is NOT available to select in the Column Configuration screen.
Solved
Add/Expose Vendor Reference Number on AP Approval Screen
Best answer by darylbowman
It appears as though you would need a customization.
A simple customization 😉
+18HI
What screen are you looking at to approve bills?
It is on the Approve Bills for Payment Process screen.
It is the AP Invoice Approval Screen (not approve payments). This is filtered by one vendor. The reference number is the system generated transaction. The “Vendor Ref.” or invoice number is not available to to select in the column configuration.
+18Ah ok, I was thinking the other way!
I was going to suggest a side panel there, but it’s not a Generic Inquiry.
It appears as though you would need a customization.
Yes, a side panel would be ideal here.
+18Yes, a side panel would be ideal here.
They may be opening side panels to more screens and if not, you could create an idea for that.
+17It appears as though you would need a customization.
A simple customization 😉
+17I’ll message you on LinkedIn
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