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Question

Adding a field from the Equipment module to the Purchase Order Grid


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I would like to add two selector fields that are in the equipment module Manufacturer ID (Manufacturer) and ManufacturerModelID( ManufacturerModel) to the Purchase Order Grid on the details tab.  I know how to add a field in general to the PO grid.  The question is if I say new field and use the exact field name will it pull it in or do I need to somehow link the tables together since I want to use the selector list from the equipment module.

2 replies

dcomerford
Captain II
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  • Captain II
  • 633 replies
  • March 19, 2025

@eucciferri35 You can use the Edit Selector Columns (under the three dots) to see what fields are available. The ManufacturerModel is already in the search but the Manufacturer is there to add. It will then generate the fields for you.

 


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  • Author
  • Jr Varsity III
  • 14 replies
  • March 19, 2025

Unfortunately the manufacturer is not attached to the inventory ID we are using. 

I created a non stock item - WTYEquip that has no manufacturer/model linked to it.  The purchasing dept uses that Inventory ID of WTYEquip to note on the PO what line items need to be added to as target equipment on a customer.  Then monthly I have GI that I created that pulls the info from every PO receipt line that has that inventory ID of WTYEquipment with all the fields that I need to create an equipment record. I use that Excel from the GI with an import scenario to upload and create an equipment record for each piece of customer equipment purchased for the month. 


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