Name of Feature/Request: Custom Columns in Possible Invoice Details Dataset
What financial, time savings, or quality of life improvements will occur from this: Custom Columns in Possible Invoice Details Dataset Things to Consider: We currently have this within the Sales Order Details DatasetHow Columns are Being Used: We are using custom columns for multiple reporting items. If you recall all of the work we did with classing for MedPro and MP1, there is some additional reporting that we need to do surrounding that to make sure that each company is getting proper credit for their revenue and bills. Let me know if you need further clarification.Followup:The first column is being used to track “Credit To” which determines through reporting who at the end of a period will receive credit for the revenue, depending on which company sells them. This may differ from the Class as the Class is who is completing the work, not who sold the work.The other column being used is for the Opportunity ID which is in SalesForce to easily get to this information when needed.The third column is being used for the State in which they will need to pay sales tax to as each invoice will have multiple sites listed.Ideally, they would first like to track this with Invoices but with longer-term plans to also track this information on the related bills to the invoices. Dustyn would like to know the options in adding an Invoice Details Dataset which would include these custom columns. | Frequency: Daily as Medpro relies heavily on the report builder
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: It is not being accomplished now
StrivenID: 2134447