Vendor Form Dynamic Fields for Reporting and Vendor Portal Display FAQ

This FAQ answers common questions about Vendor Form dynamic fields.

These fields can be used to collect custom vendor information.

Client with the correct permissions can choose whether each field:

• appears in reports
• appears in the Vendor Portal
• appears in both

This feature applies to the Vendor Form only .

FAQ

What does this feature do?

• This feature lets administrators add custom fields to the Vendor Form .

• Each field can be used for reporting, Vendor Portal display, or both .

Where do I add Vendor Form dynamic fields?

• Go to Dynamic Forms > Data Management > Additional Field Configuration .

• Select Module: Purchasing and then choose Vendor Form .

Can I make a field available for reporting only?

• Yes. Select Available for Reporting and leave Displayed in Vendor Portal unchecked .

Can I make a field visible in the Vendor Portal only?

• Yes. Select Displayed in Vendor Portal and leave Available for Reporting unchecked .

Can I turn on both settings for the same field?

• Yes. The two settings are independent . You can turn on one or both depending on your needs .

Where do reportable fields appear?

• Reportable fields can appear in:

  • Vendor List
  • Vendor Report
  • Payment Listing Report

Where do Vendor Portal fields appear?

• These fields appear on the Vendor Registration page in the Vendor Portal .

Why do I not see my field in reports?

• Make sure Available for Reporting is selected .

• Also confirm you submitted the configuration after adding the field .

Why do I not see my field in the Vendor Portal?

• Make sure Displayed in Vendor Portal is selected .

• Also confirm the field was added to the Vendor Form and the configuration was submitted .

What field types work best for reporting?

• Text and fill in fields are sortable and filterable by text value .

• Dropdown fields display configured options as report filters .

Are Information Only fields reportable?

• No. Information Only fields are static display text only. They are not reportable .

Can I use this feature on other forms?

• No. This feature applies to the Vendor Form only at this time .

What information can I track with these fields?

• You can track vendor specific data such as:

  • certification types
  • registration details
  • internal reporting fields
  • other custom vendor data