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
kandybeatty49 wrote:
It appears as though you would need a customization.
A simple customization 😉
TanyaK
1 person likes this
+16HI
What screen are you looking at to approve bills?
It is on the Approve Bills for Payment Process screen.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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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.
TanyaK
+16Ah 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.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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+16kratzert wrote:
Yes, 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.
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
TanyaK
1 person likes this
+13kandybeatty49 wrote:
It appears as though you would need a customization.
A simple customization 😉
Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
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+13I’ll message you on LinkedIn
Daryl ⚡Contract Acumatica Developer (MVP🏆) for hire ⏩ linkedin.com/in/darylbowman
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