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Recording User Defined Details For A Purchase Order

Use the following steps to record and edit User Defined details for a Purchase Order.

Recording User Defined Details For A New Purchase Order

To add User Defined details on a new Purchase Order:

 

1.      Create a new Purchase Order.

 

2.      Enter details in the Purchase Order header fields as required - see Entering Purchase Order Header Details - then tab through to the lines area.

 

3.      Select the User Defined Fields tab within the Purchase Order:

 

FileM_UDFPurchaseOrderSelect.gif

 

Note: The User Defined Fields tab displays only after you have entered header details and tabbed through to the lines area.

 

4.      In the User Defined Fields tab, record details for the current Purchase Order:

 

FileM_UDFPurchaseOrderHeader.gif

 

Note: Purchase Order User Defined Fields are defined in User Defined Data Maintenance. See Creating User Defined Fields. Only fields for which the 'Show In User Defined Section' option was selected will display.

 

5.      When you have finished, add Product lines and Complete the Purchase Order.

 

Note: For further details see Working With Purchase Orders.

 

Details will display within the Purchase Order-related User Defined Fields within qualifying documents. See Viewing User Defined Details For A Purchase Order.

Editing User Defined Details For An Existing Purchase Order

To add, edit or remove User Defined details for an existing Purchase Order:

 

1.      Open the required Purchase Order. See Finding Purchase Orders.

 

2.      Select the User Defined Fields tab within the Purchase Order:

 

FileM_UDFPurchaseOrderSelect.gif

 

Note: The User Defined Fields tab displays only after you have entered header details and tabbed through to the lines area.

 

3.      In the available fields, edit/record details for the current Purchase Order - see step 4 above.

 

4.      When you have finished, Complete the Purchase Order.

 

Note: For further details see Working With Purchase Orders.

 

Details will display within the Purchase Order-related User Defined Fields within qualifying documents. See Viewing User Defined Details For A Purchase Order.

 

NEXT: Recording User Defined Details For A Purchase Order Line