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Custom Reports - Purchase Order
Custom Reports - Purchase Order
The Custom Reports page allows you to create, edit, and delete custom documents.
These documents can be assigned for a business transaction.
New or Edit Custom Report
Click New to create a custom report. Click Edit to edit a custom report.
When you click New, a menu displays several options:
Select PDF, API JSON, or Channel JSON to open a pop-up window that allows you to configure the selected report type and select which roles can access the report.
Report Designer
Delete Custom Report
Select the desired record and click Delete to delete a custom report.
Click OK on the confirmation pop-up window to confirm the deletion.
, multiple selections available,
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