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Adding ETA field to...
 
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Questions Adding ETA field to purchase orders

 
Acumatica Report Designer
Last Post by Guilherme Zica 1 year ago
7 Posts
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Guilherme Zica
Posts: 9
 Guilherme Zica
Topic starter
June 22, 2024 12:17 am
(@gzica)
Active Member
Joined: 2 years ago

Hi everyone,

 

Does anyone know how I'd be able to add an ETA date field to the purchase order form so that I could see what is the ETA for each of our purchase orders?

 

Kind regards,

 

Bill


6 Replies
alconroy
Posts: 32
 alconroy
June 24, 2024 1:08 pm
(@alconroy)
Eminent Member
Joined: 4 years ago

at a very simple level you could add in an ETA attribute and then add that to the PO under the Manager User Defined Fields option

2024 06 24 18 06 54

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Tim Rodman reacted
Guilherme Zica
Posts: 9
 Guilherme Zica
Topic starter
June 26, 2024 5:31 am
(@gzica)
Active Member
Joined: 2 years ago

Hi Roy,

 

This does look like a simple solution which is exactly what I'm looking for. However, I don't have user-defined fields in my 'purchase orders' template. How do I add this tab and the field? Would it be through the report designer?

Kind regards,

 

Bill


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Herman Kotze
Posts: 6
 Herman Kotze
June 26, 2024 5:40 am
(@hkotze)
Active Member
Joined: 2 years ago

Hi Guilherme

Look at the screenshot below, you should be able to find it in the Purchase Document, Customization

image

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alconroy reacted
Guilherme Zica
Posts: 9
 Guilherme Zica
Topic starter
June 27, 2024 7:13 pm
(@gzica)
Active Member
Joined: 2 years ago

Hi Herman,

Thanks for looking into this.

I don’t have that option on my Po screen. I have the ‘customization’ option on the previous menu, that shows a list of purchase orders.

I’m using the Australian version of Acumatica, called MYOB advanced. I wonder if this is the reason.

Kind regards,

Guilherme


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Rohan Aher
 Rohan Aher
(@raher)
Joined: 1 year ago

New Member
Posts: 2
July 3, 2024 1:00 pm
Reply toGuilherme ZicaGuilherme Zica

@gzica Hi,

 

You'll need customizer role for your user to access it.

 

Thank you,

Rohan


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Herman Kotze reacted
Guilherme Zica
Posts: 9
 Guilherme Zica
Topic starter
July 10, 2024 6:29 am
(@gzica)
Active Member
Joined: 2 years ago

Rohan, Herman and Roy.

I've finally got my report designer role assigned and manage to make the implementations as the suggested above. It was pretty easy and now we can use our purchase order screen to track the ETA of our orders. 

Thanks very much for your help, really appreciate it!

Kind regards,

Guilherme


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