Good day to you all,
In an effort to better use our accounting data (database intelligence) we are looking to incorporate a new data element – something like a work order or project number or the like in addition to the proverbial invoice number - the goal being to report on these later…
Our initial interest is on the A/P side (but the concept extends) and as such we have attempted to setup a user defined field.
As our professional suggested I’ve added the “Work Order” field description to both the AP and GL parts of Adagio and posted a dummy transaction.
When I attempt to enter the new data element there is no place labeled as requested ergo I cannot enter it nor can I retrieve it - there are some empty unlabelled single line edits and I’ve tried them all ….
I’ve run the standard AP listings and the WO number is not appearing - I did not think it would w/o altering the report but one never know what fields might conditionally print when not empty.
In the GL Report Writer I can only extract balances. Drilling down on a balance does not produce history for the optional field at the transactional level.
Looking through the on-line help the optional field seems to relate to the Vendor level or Account level as a way of grouping these together e.g. Vendors in say Quebec or accounts that are part of maintenance rather than at the lower transactional level. We are trying to use parents to solve children’s needs. Never a good idea!
Looks like I’ve hit a brick wall or maybe I just missed the boat!
Has anyone tried this yet? – basically we would like to be able to pull some reports out based on the additional field(s) – in Gridview perhaps – it would be nice to know how much was invoiced on this work order or a specific project…
Like I said - database intelligence - it should be doable!
Thanks in advance and,
Cheers, JK
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