Buyer beware...customing the Buyer Landing Page

The Controller, who is responsible for setting buyer limits, would like to see the PO Limit on the landing page instead of clicking into each buyer. Sounds reasonable. But in both 2024.1 and 2025.1, I don’t see PO Limit in the Personalize Column. :thinking: OK, I see the data in the LandingPage data view. Let’s just add a column in a new layer. It never displays. I try adding other columns that are in the Personalized Columns list. They all display correctly. I have a case in with Epicor, but can a few others check my work and see if it’s just me?

Thanks!

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Put a screenshot of your grid column?

Inheritance across the various columns collections is a mess. I havn’t thoroughly tested to confirm, but believe if there are columns defined in view option then grid columns are ignored else views inherit grid columns(?)

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Sure. This is my replication in the education database:

Standard Screen:

PO Limit NOT in the Personalize Columns :thinking:

POLimit in the LandingPage DataView

Add POLimit to the designer

Preview:

Add any other field:

:person_shrugging:

The title is missing? Show the data view including the POLimit field?

Interesting. I find it strange that POLimit doesn’t show up in the Personalize Columns too.

That’s weird. I also tried and ran into the same issue as you. It’s like they’ve specifically hardcoded the application never to show a POLimit field

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Nevermind, I see that View options has no cols so my comment is N/A. I tried and got the same behavior as you. Perhaps field permissions? Is that a thing?

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Excellent question! The Education database only has field security on Customer.

Thanks. Just making sure I wasn’t doing something weird. I’ll post this link into my case so Epicor knows that others see it too.

Thanks everyone!

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Let us know what you find out!

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Love the pun!

It is wild that it’s not there already. I went looking the other day myself.

Obviously you know how to make a BAQ, etc., but we saw the need to have a separate “Buyer setup” since there is a lot lacking there. For example, the hierarchy of approval for that buyer. And a reverse lookup (what Buyers does this user have access to). And, you know, the PO limit.

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Nice solution, Jason. It may very well come to that!

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Oh, i like this, it’s pretty.

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That one we made for the manager types.

(I don’t think anyone uses it but me, and I sure love it! Reason is that IT sets up buyers here. I tried to pawn it off on accounting, but they didn’t love the extra work. And I didn’t love cleaning up after them.)

For ordinary users, I made one showing what’s waiting approval and other stuff.

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Both are really nice. Good job! Now, I’m going to have to recreate them for our team.

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The approval list is the big one. Otherwise there is like no transparency on what is in limbo.

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That’s our Purchasing Managers biggest headache right now.

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