AR Collections Inquiry: Add RevenueItemPostedBy to the grid to sort by
AR Collections Inquiry: Add RevenueItemPostedBy to the grid to sort by
I would like to be able to sort by the person who entered the revenue. So if my name was there I could see what orders I billed are still outstanding.
JackieB
shared this idea
We've had this one on our radar for a while and hope to get to it soon. Please reference case MOV-6091 for any inquiry.
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Jackie Bradford
commented
OK I see that my request from 2019 must be too difficult. What if you at least add the Revenue Clerk to the data? That doesn't seem like it should be too hard and it could benefit a lot of different companies that use MoversSuite. We sometimes have a 2nd revenue clerk on an order that we have added to the User Defined Fields, so having these available in the grid would be awesome. In addition to having these in the Grid, I would like to be able to run the aging by the Revenue Clerk, like you have the sales person? Seems easy to me. Alex?