Purchases Reports

Posted 11 months ago by Mackenzie Koupal

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Mackenzie Koupal

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 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

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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.

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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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