Name of Feature/Request: Add the Customer / Sales Order field on Purchase Order Details Data Set
What financial, time savings, or quality of life improvements will occur from this: Add the Customer/Quote information in the Purchase Order/Purchase Order Details Data Set. | Frequency: They run this report weekly in their PowerBI Dashboard. | They use reporting to ensure that orders are covered via PO’s. They believe that having the associated quote # in the PO dataset will help with those reports.
Currently they are using a “helper column” in Excel with the quote # catenated with the item name and are able to look what has been shipped by looking through the invoice list in Striven and they figure out what is left that needs to be fulfilled.
They are using the Power BI Dashboard and doing a match between the quote name and the sum of quantity which represents how many do they have on order.
Attempted Solutions So Far: Currently they are making a column power BI desktop with the quote # catenated with the item name/# and able to look what has been shipped by looking at their AR and invoice list and they figure out how much is left. It is a “helper” column.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Hello,
Can we pull the Customer/Quote information from a purchase order? See attached. If not, could you please add this? | Previously accomplished: Power BI
StrivenID: 3329363