How do I add user-defined fields to Vendor Inquiry?
If you have set up user-defined fields to collect invoice summary or invoice detail information, you can view the user-defined fields in Vendor Inquiry.
Watch a video
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Learn how to add a user-defined field to Vendor Inquiry (1m25s).
Before you get started
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You'll need the field names of the user-defined fields. You can look up the field names on the User-defined tab in the Organization table (Organization > Organization > User-defined tab).
Adding a user-defined field to the Invoice tab in Vendor Inquiry
1. Open Connect Accounts Payable > Vendor Inquiry.
2. Click to select the Invoices tab.
3. Click to select the Summary or Detail subtab.
4. Right-click on the row that displays the column headings.
Column headings row
The options menu displays.
Options menu
5. Select Column Chooser.
Column chooser
The Drag and Drop Columns list displays on the screen. If you're on the Summary tab, the list will only show user-defined fields assigned to Invoice and the list will only show user-defined fields assigned to Invoice Detail on the Detail tab.
Drag and drop columns
6. Find the user-defined field that you want to add and then drag and drop the user-defined field into the column heading row.
Drag and drop columns
Connect adds the new column to the grid.
Updated column in the Inquiry grid
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