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Answered

How to include project name in Vedors PO

Liza 2 years ago in Vendor Portal updated by Jussi Rautio 2 years ago 6

We made some entries in the system, but we found out that when we send the PO to the Vendor, the project name is not visible.

The only information they receive is the project ID. Is it possible to include the project title as well in the PO in Vendor'portal?

 

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We also find this challenging. It would be much easier if we had the option of allowing the vendor to see the project name. It would help vendors with their invoicing and with managing projects.

Answered

That is an optional feature for Vendor Portal to enable seeing client and/or project names.

Also, PO pdf's could be customized to include that info.


But I'm afraid your plan may not allow those changes. Please contact your account manager for details.

Odd. During my implementation I asked for this a number of times and was always told it wasn't possible. And I never saw this as an option in various versions. I'll reach out to my account manager.

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All I can tell you, Mark, is that once enabled on you license it is one of the Vendor Portal settings in configuration. You can make it visible to no one, in-house staff or everybody.



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Ah. I see it now. Great! Thanks so much for your help.

Likewise. This option was never mentioned when we asked about VP customizations. This should be enabled in our license ASAP.