Hi community,
I have a request to improve a users' ability to pull up information on: Purchase Orders, Invoices, and approval history based on a specific vendors.
From investigating so far, in the standard user interface:
- Vendor card links to invoices, but not purchase orders
- You can link to "History-Purchases" but this only lists invoices under "vendor ledger entries"
- Purchase Orders can be filtered to get a list of open POs against a specific vendor
- You can link to approvals associated with this purchase order from the header page
- Purchase Order Archives do the same as above, but stores POs that have been invoiced and closed
So there are 3 places / views to click through to get the info above. I can not find a standard report that offers this level of detail.
Are there any suggestions here, or do I need to create a custom report here?
Thank you
