For users with the Community Administrator, View Transactions or Create Invoice role, you many find the search results display your own data, on:
- View Orders
- Requisitions
- Receiving
- Requests For Quote or
- Bid Requests
The above mentioned users have the ability to view all transaction data within the community, including their data.
To expand the search function, use the instructions below to change buyer search filter or change data view setting.
Users without the Community Administrator, View Transactions or Create Invoice role will not have a Buyer search filter, unless the View Sharing feature is enabled. As they are only permitted to view their own transaction data.
For additional information about View Sharing, refer to help article Unimarket Sharing Guide.
Change Buyer Search Filter
The Buyer or User search filter may default to yourself, meaning the results show only your own transaction data.
One way to display the data for all users is by going to the desired screen (e.g. View Orders) > select Filters > clear the Buyer field, by selecting the "x" > select Apply Filter.
Change Data View Setting
Another way to to display the data for all users is by changing the user's account setting. To ensure the search function automatically defaults to include data from all users (including your own).
To change the data view settings, click the silhouette of a person (in the upper right corner) > select My Account.
The My Account screen will populate > select Settings tab > scroll down to the My Settings header > in the Data View Settings field, click Community Data > select Save.
Note: This will also change the view in the users dashboard to display community data instead of just the user. |