Invoice table in Spend Summary (and similar tables)

From: Joe Fulmer
Sent: Tuesday, February 16, 2021 7:25 AM
To: Kaylee Charlton ; Lauren Davis
Cc: Cheryl Weatherford ; Wanda Lane ; Jeremy Washington
Subject: Invoice table in Spend Summary (and similar tables)
Importance: High

When a client (or Client Management) is investigating the price history for an item, we now use the Invoice Detail.....a valuable tool but doesn't show the most important columns upon opening.

We need to make some adjustments to make it more usable. Here's what I believe .... and I imagine Cheryl, Wanda and Jeremy will agree in concept

* When the table opens show the data that's most relevant without scrolling.....(or if scrolling is needed make these the first columns). We should discuss which are most important with Client Management. See screen shot below.

* Date purchased
* SKU
* Mfg
* Description
* UOM
* Quantity
* Price paid
* Vendor
* PO number
* Quantity purchased
* MMIS number

* Enable word wrap so the "data narrow" columns aren't very wide because of their name....or shorten the name

* Put the dashboard button in the header....it gets in the way because we can't yet Zoom....since it's a fixed position, if you scroll down to see the tabs at the bottom the button is almost over the SKU input field. See below.

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All the best,

Joe Fulmer
VP Client Management
jfulmer@broadjumpllc.com
C: 207-242-3234
broadjumpllc.com

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