Add Purchase Order Custom Fields

Inventory Edition only

Background

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

Warning: Deleting a custom field is permanent and any information entered in that field will also be permanently deleted.

Step-by-step

  1. Select Purchasing > Edit Settings menu.
  2. In the Purchase Order Custom Fields section, click New PO Custom Field... button.
  3. Enter a name and select one of the following data types:
    • Auto-number - automatically assigns the next sequential number. Optionally, assign a number to all existing POs or just new POs -- use the checkbox to indicate whether values should be generated for existing 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 - ensures a valid date is entered and supports 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. The new field will appear in the Purchase Order Info section of the Purchase Order Detail page.
  5. To enter a value for the field, click Edit PO Info... button

  6. (optional) To display the new custom field on the PO page:
    1. Select Purchasing > View Purchase Orders menu.
    2. Click Options...
    3. Click Select Fields... button and select the fields to display. Drag & drop the fields to change order.
    4. To save this view of the PO page, click Save View... type a name and click OK.
  7. (optional) To display the new custom field on a printed PO:
    1. Go to PO > Edit Settings.
    2. Double-click the Form Template name.
    3. Click the form where the field should appear and select Insert Field...
    4. Select PO Info as the data type and then click and select the new custom field.
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