Purchase Additional Fields

 

If you require any further additional information while adding a new purchase order apart from the pre-set fields in the new PO form then you can configure them under Purchase-Additional Fields.  You can add Text fields, Numeric fields, Date/Time fields and Cost fields in the form.

 

To add Purchase Additional Fields,

1. Click Admin tab in the header pane to open the Configuration Wizard page.

2. Click Purchase- Additional Fields icon, under the Purchase block. The Purchase Additional Fields page opens where you can add up to 12 text and cost fields, four numeric and date/time fields.

 

Configuring Additional Text fields

1. By default, the Text sub-tab is selected. Specify the Label for the Additional field.

2. Specify any relevant information about the additional field in the Description text field.

3. Select the Type of the text field by enabling the radio button. It can be either Single-Line, Multi-Line or Pick List (drop down list).

4. You can also specify default values to be pre-filled in the new purchase order form.  

5. Save the settings.

 

Configuring Additional Numeric fields

1. Click Numeric sub-tab.

2. Specify the Label for the additional field.

3. Specify any relevant information about the additional fields in the Description field.

4. Save the settings.

 

Configuring Additional Date/Time fields.  

1. Click Date/Time sub-tab.

2. Specify the Label for the additional field.

3. Specify any relevant information about the additional fields in the Description fields.

4. Click Save.

 

Configuring Cost fields

1. Click Cost sub-tab.

2. Specify the Label name for the additional field

3. Specify any relevant information about the additional fields in the Description field.

4. You have two cost type fields, Add cost (for cost addition) and Subtract cost (for cost subtraction). Click the corresponding radio button to select the cost fields.

5. If you wish to add any default values for these fields, you can enter the same in the text box provided for the same.

6. Click Save to save the settings.