How to Display Part Codes for Supplier Transactions
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This document demonstrates a customization feature available in Connected Business that allows you to display part codes for various transactions in the Supplier module.
The part code can be displayed under the Inventory Item tab of the P.O. Requisition Form, Purchase Order Form, Received Form, Bill Form, Return Form, and Debit Form.
This feature is only available in Connected Business v14 and higher.
Customize Form via System Module
Before accomplishing this action, you need to be signed in as an administrator.- Go to System module > Customize > Role. The User Role tab will display the list of Users that can access CB. Choose the User Name to which you will apply this customization.
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- Double click the User to launch the User Role form. From the Selected Module list to the right, find Supplier.
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- Double click on Supplier to load another form. The Supplier Window lists the various elements within the Supplier module.
- For this customization you can select :
- New P.O. Requisition
- Find P.O. Requisition
- New Purchase Order Form
- Find Purchase Order Form
- New Received Form
- Find Received Form
- New Bill Form
- Find Bill Form
- New Return Form
- Find Return Form
- New Debit Form
- Find Debit Form
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- Double click on one of the elements to load a new form. Locate the field named PluginContainerControl3 under the Inventory Item tab.
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- Point your cursor on the header and right-click to launch the options menu. Click on Column Customization.
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- A new Customization window will load a new window listing the different column settings available. Scroll down to find Part Code.
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- Click on Part Code and while still holding down the left click button of your mouse, drag the selected item towards PluginContainerControl3.
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- After you've positioned the Part Code column. Click the X button on the Customization window to close it. A prompt will appear asking you to save the changes. Click Yes.
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View Part Codes
You can view the part codes depending on which Supplier transaction elements you customize via the Setup module. The following steps will launch the various Supplier Transaction forms that will display part codes.
- Go to Supplier > Requisition > Find P.O. Requisition. Click on Open Requisitions to load the Requisition Form.
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- Go to Supplier > Purchases > Find Purchases. Click on Open Purchases Orders to load the Purchase Order Form.
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- Go to Supplier > Received > Find Goods Received. Click on Goods Received History to load the Goods Received Form.
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- Go to Supplier > Bill > Find Bill. Click on Bill History to load the Bill Form.
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- Go to Supplier > Return > Find Return. Click on Open Return to Supplier to load the Return to Supplier Form.
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- Go to Supplier > Debit > Find Debit Memo. Click on Debit Note / Credit Note History to load the Debit Memo Form.
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