ADHOC Report that shows invoice number and Acknowledgement status - "Accepted", "Unacknowledged"..etc

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  • Updated 3 years ago
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Can you create a report that shows the acknowledgement status and the invoice number that we send out.  Just something simple we can export to excel without having to look in 2 or 3 different places to find the status of the sent invoice tied to our invoice number. The "ADHOC Business Documents invoice search" has our invoice number as the "Document Identifier" with a status of "Completed" but it would be nice to be able to look quick and see if all have been "Accepted" and not have to drill down into everyone each day to check the status.
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Bill

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Posted 3 years ago

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Jordan, Software Engineer

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Hi Bill,

Thank you for posting!  I am consulting with a few teams and will get back to you when I have more information.  I completely understand the usefulness this would provide by eliminating a couple hoops to jump through!

Stay tuned,

Jordan
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Jordan, Software Engineer

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Bill,

Sorry for the delay here.  My initial thought was that the daily 997 Exception Report would be a great solution for this issue.  I noticed that it looks like you are already receiving this report - is this correct?  If so, I understand your request is to have this information more readily available in Ad-Hoc.  Am I on the right track?

Thank you,

Jordan
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Bill

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At the time I posted this nobody had told me that the 997 report existed. I am now receiving it but it would still be nice to have all information in once place in the ADHOC report.
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Jordan, Software Engineer

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Understood, thank you.  Glad that we have moved in the right direction.  With that being said, I will pass this feedback along to see what is being done/can be done going forward!

Jordan
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Ken Edick

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Hi Jordan,

I'm interested in this enhancement and was wondering if there was any news since your last update.  Thanks.

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Jordan, Software Engineer

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Hi Ken,

I am terribly sorry - this post fell through the cracks last week.  Unfortunately I do not have much of an update outside of what was mentioned in this post just last week by Christina, the Product Manager.  The good news is is that they are aware and looking to make nice improvements in this coming year.  I will do my best to update this post when I receive updates.  Do not hesitate to comment again in the future if it is on your mind and I have not responded.

This feedback is much appreciated and helps our Product Teams map out future enhancements.

Have a great day,

Jordan

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