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Customize data visible in the purchase order dropdown

Introduction

ZoneCapture offers various settings and preferences allowing to customize your ZoneCapture experience to support a unique setup on your NetSuite account. In this article it is shown how to extend data visible in the purchase order dropdown on the bill to process screen.

By default the dropdown display purchase order number (field id = tranid), purchase order creation date and purchase order amount with currency. The enhancement has been provided in 2.15.0 version so that it's possible to customize this view and add more fields sourced from the header of the purchase order record if needed.

Enable the feature

Navigate to ZoneCapture Main Configuration and mark the checkbox Enable Purchase Orders Dropdown Customization. This action will display a new field on the form called Fields to be displayed in Purchase Orders Dropdown.

In the field Fields to be displayed in Purchase Orders Dropdown provide a comma-separated list of fields internal IDs that you would like to see in the dropdown next to the standard fields.

Example of the use case

To be able to confirm if the correct purchase order has been connected to the vendor bill it is necesarry for the end user to validate memo and tracking number populated on the purchase order.

Step 1: Identify internal ID of the following fields:

- memo

- tracking number

Step 2: Navigate to Setup/ ZoneCapture Setup/ ZoneCapture Main configuration.

Edit the record.

Mark the checkbox Enable Purchase Orders Dropdown Customization.

In newly displayed field Fields to be displayed in Purchase Orders Dropdown populate the following information: memo,custbody23

Save your changes.

Step 4: Clear cache in the browser.

Step 5: Open the bill to process record and check if requested changes are reflected.

Please note that newly added field are also searchable, therefore you can start typing value from the newly added field to find a purchase order that you're looking for.

Current Limitations

  • List/Record field type is not supported in this feature. Before you extend the dropdown with custom fields, please check if the field type is for sure different then List/Record.
  • The dropdown can be extended to maximum 10 fields to be displayed in the list.
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