Name of Feature/Request: Custom Reports - Linking Bill details to PO
What financial, time savings, or quality of life improvements will occur from this: Add PO to the Transaction Data set for Bills. There is currently an order column for invoices and you can only have one po related to Bill order but multiple Bills can be related to one PO | The customer is building a relationship between the Sales Order Details Data set and the Transaction Details data set to track received items and Items not received. Needs to have the PO number associated with the item listed in the TRansaction Details data set to build relationship.
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: Original Description: I need help figuring out how to pull a custom report that links a line item on a Bill to the original PO that item was purchased on. I see within Striven, if I go to a bill, I can easily see the PO referenced on each line item (see screenshot below). However, the transaction details dataset doesn’t seem to include a column that allows us to access this data. Thanks for your help! Taylor | Previously accomplished: Currently the PO is not linked to the Bill in the Transaction Details data set
StrivenID: 3418994