Create/Modify Purchase Orders - User Defined Fields Tab

Access this tab using Activities>Purchase Orders>Create/Modify Purchase Orders.

Use this tab to enter purchase order data for the user defined fields you created. In order to use this tab, a purchase order type field must be created on the Organization>Set Up User Defined Fields form, and a number must be entered on the Purchase Order Information tab.

These fields were previously created and assigned certain characteristics by the Administrator using the Organization>Set Up User Defined Fields form. Once fields have been created, the system automatically creates the User Defined Fields tab. Otherwise, the form is available, but without the tab and any user defined fields.

 

Display Name: The name that was assigned to this field. This name cannot be edited here, but it can be changed by the Administrator on the Organization>Set Up User Defined Fields>Setup tab.

Value: Enter the data for this user defined field. Currency user defined fields follow the formatting of the organization's functional currency, even though the data is still processed in the currency selected on the previous tab (if it is different than the functional currency). This field is required for new codes if the "Required" check box was selected when the field was created.

When entering data in the Value column, you must adhere to the pre-defined settings, such as field type, length, and decimal places. For example, if the field was set up with a field type of Number, you cannot enter alphabetic characters for that field.

To print data entered on this form, use the Reports>Purchase Orders>Purchase Order Register and Purchase Order Tracking reports.