6-21-2021 Quick Hits

Advanced Export Updates

Users are able to set default values in the advanced exports. If users are exporting orders and didn’t want to use the default settings, they can set up in excel and import.  

  • Enclose the default value in quotes and it will be displayed in the output column.
  • Leaving the input blank will create empty fields.
  • Mapping language such as concatenate fields is also supported. i.e. PartnerPO+”_”+OrderNumber would appear as PO1234-001_5678.

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Overdue Document Report

Notifications will indicate how far back the report is pulling open documents. Users who have subscribed to notifications in the Portal will receive an email containing the information. The email will specify how far back the data is being pulled for (number of days). An example of this report is shown below.

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