Add Created by field in Purchase Details Report
Brent from Arizona Family Florist is wanting to run daily, weekly, or monthly that can be used to analyze their buyer’s activities during a set time frame of their choosing.
They want to understand the POs and $$ they are entering during this timeframe, minus the standings that are automatically generated.
They need the report to denote the following.
Date range to determine or set for any given range or location.
The buyer entering the PO.
The total amount of the PO not including shipping. Exact details are not necessary
The ability to denote between standing order PO that are automatically generated and do not require a person’s time versus a non-standing order that requires a vendor to enter.
They have looked into our available reports and find that the "Export to Excel" downloaded in the PO tab is very close to what they need, however, it does not show what comes from a standing and what doesn't.
They'd like to know if it's possible to add a column that shows which POs come from a Standing Order to the "Export to Excel" report.
PM Suggestion: "I think having to add a column for either one we choose, the Purchase Details report, as its name states, is more detailed and has more fields.
I would suggest for this suggestion to add the column to the Purchase Details Report downloaded from Purchase Order->PO Summary->Purchase Details report."
Dan agrees
SF ticket: https://kometsales.lightning.force.com/lightning/r/0D5VL0000061BUV/view