Has anyone successfully been able to show the line item description field on a Purchase Order (Transaction) saved search? The item name field and several others at the line item level are available, but can't seem to find this one.
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Tim Chapman
01/19/2024, 6:50 PM
item.purchasedescription?
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Eddie Garcia
01/19/2024, 6:59 PM
Thank you @Tim Chapman. I think our issue is that we have a generic item (Project Delivery) without a description. Users enter the item description at the time of entering the Purchase Order. The item.purchasedescription field brings in the description that is set on the item record itself, rather than the item description that gets set upon entering the Purchase Order.
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Tim Chapman
01/19/2024, 7:00 PM
Maybe make a custom transaction line field in place of this that isn’t overwritten ?
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Eddie Garcia
01/19/2024, 7:05 PM
We do want the description to populate from the item record for other items. But yes, may have to look into separating it via a custom transaction line field, if we're not able to use the same field.
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Jesper M
01/19/2024, 8:44 PM
Tried the memo (line) field?
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Eddie Garcia
01/22/2024, 9:29 PM
Hi @Jesper M. I have not, but that's a great idea. I will take a look at that. Thank you!