Adding Purchase Order Custom Fields

Track additional information for purchase orders by creating custom fields. For example, you could create a field for contact name. Your new field displays in the Purchase Order Info section and on the purchase order form.

If you delete a custom field, any information that had been entered for that field will also be deleted.

1. Go to Purchasing > Edit Settings
2. In the Purchase Order Custom Fields section, click on
3. Enter a name and select one of the following data types:
   • Auto-number - use to automatically assign the next sequential number. Use the checkbox to indicate whether values should be generated for existing POs. You have the option of assigning a number to all existing POs or just new POs. If you change the data type of an existing custom field to auto-number, you have the option of assigning a number to all existing fields that are blank. Fields with existing values will remain unchanged.
   • Currency - use for fields you may want to summarize on reports, only numbers are allowed. The field will print with a currency symbol and 2 decimal places.
   • Date - use to ensure a valid date is entered and to allow reporting based on dates
   • Link - use for a hyperlink to a website, or the location of a file or folder on your network. For a website, use the complete address such as http://www.moraware.com. For a folder on your local network use the format \\machinename\sharefile\foldername.
     NOTE: The names cannot contain any spaces. Local network links aren't supported by Mozilla Firefox. Use Internet Explorer instead.
   • List of values - use when you want to define the values for a field
   • Multi-line text - use for long data entry fields such as notes
   • Number - use for fields you may want to summarize on reports, only numbers are allowed
   • Text - use for data entry fields up to 80 characters
4. Your new field will display in the Purchase Order Info section of the Purchase Order Detail page.
5. To enter a value for the field, click on
   
6. (Optional) To display your new custom field on the PO page:
   1. Go to Purchasing > View Purchase Orders
   2. Click on
   3. Click on and select the fields you'd like to display. Drag and drop the fields to change the order.
   4. To save this view of the PO page, click on , type in a name and click OK.
7. (Optional) To display your new custom field on your printed PO:
   1. Go to PO > Edit Settings
   2. Double-click on the Form Template name
   3. Click on the form where you'd like the field to appear and select Insert Field...
   4. Select PO Info as the data type and then click on and select your new field