Currently there is no way to add the project number to any purchase reports. Would that be a field that can be added?
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Shannon Levickposted
10 months ago
Admin
The sourcedocument field will display either the project number or stocksale number on PO summary reports. If you're looking at a purchase lines reports, they include a dedicated field for project numbers.
Including the project number on PO reports has always been doable as that's a core requirement for that reporting. Shoot us through a ticket if you're having difficulty building a report with that info and we'll guide you through it
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Mackenzie Koupalposted
10 months ago
Understood, but I don't need the source of client.... I need the source of Project as a client can have many projects and need to know which purchase is for each project.
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Shannon Levickposted
10 months ago
Admin
This can be done through the "source" fields available on those reports. There isn't a dedicated project number field as that's only 1 possible source for a purchase order.
Currently there is no way to add the project number to any purchase reports. Would that be a field that can be added?
0 Votes
3 Comments
Shannon Levick posted 10 months ago Admin
The sourcedocument field will display either the project number or stocksale number on PO summary reports. If you're looking at a purchase lines reports, they include a dedicated field for project numbers.
Including the project number on PO reports has always been doable as that's a core requirement for that reporting. Shoot us through a ticket if you're having difficulty building a report with that info and we'll guide you through it
0 Votes
Mackenzie Koupal posted 10 months ago
Understood, but I don't need the source of client.... I need the source of Project as a client can have many projects and need to know which purchase is for each project.
0 Votes
Shannon Levick posted 10 months ago Admin
This can be done through the "source" fields available on those reports. There isn't a dedicated project number field as that's only 1 possible source for a purchase order.
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