In this video, you'll see how additional job information and improved search capabilities provide better visibility into each order, making it easier to identify the correct customer and job, even when working with attached orders or large order lists.
Open Orders with Model Grid: Job Info Column and Search
Overview
The Open Orders with Model grid now includes a Job Info column that surfaces the related job name and customer PO for each order. The grid is also searchable, making it easier to locate the correct order when working from attached orders in purchase order detail or open purchase orders.
Accessing the Open Orders with Model Grid 0:10
Open the grid by clicking the magnifying glass next to an attached order.
This entry point is available from areas such as:
Purchase Order Detail
Open Purchase Order
After opening, the grid can be used to review and search available orders.
Job Info Column 0:00
The grid now includes a Job Info column.
This column displays:
The associated job name
The customer PO
These details make it easier to identify the correct order and related job at a glance.
Searching the Grid 0:24
The grid includes a search field for narrowing results.
Search by values such as a customer PO number.
As you type, the list filters to matching orders, which is useful when working with a large number of records.
Benefit 0:51
The added order context and searchability improve visibility into key order details.
Users can find the right order faster and manage sales more efficiently.