Name of Feature/Request: Ability to see the customer location custom fields on bill to locations in the report builder when running with transaction dataset
What financial, time savings, or quality of life improvements will occur from this: Ability to see the customer location’s custom fields on bill to locations in the report builder when running with transaction dataset Things to Consider: NA | Frequency: Every time when you need to pay the sales commission to sales rep and to track them by different bill to/ship to location of the customer | We have customer with multiple locations (almost 35 locations for one customer). We have sales rep that are commissioned on those sales and different sales reps are assigned on different location of a customer and we need to track that. Currently in the sales order, when we change the billed to / ship to location of the customer the sales rep does not change.
Therefore, we have put custom field by the name of “Assigned Sales Rep” in every location of the customer as Striven does not have a way to select sales rep in the customer location.
We are running a report “Monthly Sales Report - Invoiced” based on transactions. It shows all the columns, names of the sales rep, however we would want it to add that custom filed that we have called “Assigned Sales Rep” in the bill to customer location.
When we go to add that column and search by billed to locations, it does not show that customer field like “additional info” or “Assigned Sales Rep”
Attempted Solutions So Far: Rename the locations and keep the nomenclature like the location name followed by the name of the sales rep then run a report with the transaction data set by adding this column Transaction: Invoice: Sales Order: Bill To Location
We considered this work around however we prefer the ability to use the custom field and select from a drop-down list. This keeps the consistency throughout the system. Any of our order entry users can create a new ship to location; however, they aren’t mindful of sales rep assignments. We will run into mis spellings, improper punctuation, spaces, dashes, etc. John Smith seemed surprised that the custom fields were not available in the new report builder as there are other custom fields throughout the system that appear in the datasets in the new report builder.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Ability to see Location custom fields on bill to locations on transaction dataset
StrivenID: 5441639