Column showing line item business purpose on user interface

[acarey]

Hello,

We are looking to have the column "business purpose" on the line item level be put on the user interface (as referenced on the image). Thanks!

[grodriguezproje]

Hi @acarey 

Could you please provide more insights? why the user needs to see this there exaclty? you can use a printed report to show almost everything that the users populated in the Entries form.

For example in your screenshot you by clicking on PRINT/SHARE you should see a report where you can see that there, what is shown in the user interface depending on different things is always hard coded.

I hope this helps

If this answers your query, then please mark solution as accepted.

Thanks!

[acarey]

Hello,

Thank you for getting back to me! The user should see the business purpose on this screen so they can allocate according to the name they have given in the business purpose. We do utilize the print/share document, but when we have multiple allocations it does not populate on there, so for the user and processor team, it does not lend to an easy review. 

Is the feature not available to add it? It seems like it isn't. I went to the customer influence site to try and create this in the system (and have gotten some votes), but no movement has come from it/I have not received any communication from it. If there is a more efficient way to complete this please let me know (as the influence site seems useless, I have a request from a year ago that never got addressed).

[KevinD · Accepted solution]

@acarey if you are on our Standard platform, this is not available. 

[acarey]

Thank you Kevin!