Supplier Tag - Report Designer

Supplier Tag - Report Designer

What’s New?

Make more informed purchasing decisions by collecting and organizing information about your suppliers. You can adequately identify the suppliers of your purchased inventory items by generating a Receipt report that displays the ReceiptVendorID (Supplier Tag) when creating the layout using the Report  Designer that can be printed.

Requirements

• The web report designer is accessible to all clients now. Check out the Using Web Report Designer Knowledge Base article for comprehensive how-to information about the report designer.  
• You will need the Report Designer Access permission enabled under your user role to use the report designer.
  

Adding the ReceiptVendorID to the Receipt Report Layout 

1. Go to Administration. 
2. Click on Application. 
3. Select Web Report Designer.                                                                                                                                          
   
4. You can use the filters in the Open Report modal to search and open an existing Opportunity Work Ticket Items report or click the x in the upper right corner to close out the modal and create a new report. 
5. If you choose to close out of the Open Report modal, click on the hamburger menu in the upper left corner and select New.         
   
6. Select Receipt from the New Report dialog and click Create.   
7. Click on the Fields icon in the panel on the right side of your screen. 
8. Click on the mdlReceipt dropdown. 
9. Click on the spReortReceipt dropdown.    
10. Scroll near the bottom of the list and drag and drop the ReceiptVendorID field to the receipt report layout.