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How to filter Purchase Order items by custom Request for Order field
How to filter Purchase Order items by custom Request for Order field
Updated over 10 months ago

Goal:

  • searching and filtering customer Order Requests to locate PO items

1. Select the Procure tab on the left-hand navigation bar and select the Procurement. Select the gear icon on the top-right of the Pending Order Items list.

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2. Select the order request custom fields by clicking on their checkboxes.

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3. Your order request custom field will show up in the Pending Order Items List.

Screen_Shot_2018-06-05_at_3.50.50_PM.png

4. Data from Custom Order Fields can be found through Searching and Filters:

Screen_Shot_2018-06-05_at_3.53.51_PM.png
Screen_Shot_2018-06-05_at_3.53.18_PM.png
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