Purchase Order Screen: User Defined Fields

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Just above the "Notes" area at the bottom of the Main Purchase Order Screen are three User Defined Fields.

 

POUDFs

 

They are optional.  You don't need to use them, but they are available should you need more pace to record information on the Purchase Order.

 

If you decide to use them, the labels of the user fields can be re-named to better identify them.  To change the labels of the fields, select FILE >> BASIC PROGRAM SET-UP & PREFERENCES and click on the "User Defined Fields" tab.

 

User Field1 has 20 characters of space available.  User Field2 has 25 characters of space available.  User Field3 (which is not labeled but is located just to the right of User Field2) has 12 characters of space available.

 

Note that User Field2 can be used for attaching files (such as a scan of an invoice or a word or spreadsheet document) to the Purchase Order.  The Terms fields can also be used for this purpose.  If, however, you are using the Terms field for other purposes, User Field2 is the alternative for attachments.  To configure User Field2 (or the Terms field) for attachments, select FILE >> BASIC PROGRAM SET-UP & PREFERENCES and click on the "Miscellaneous" tab.

 

The three user fields, if used, will appear on the printed purchase order.   They are placed just below the Vendor's address  (see illustration, below).  The same labels that you set up for the screen appear on the printed PO.  If the contents of the fields don't line up properly with their label, you can make adjustments from the "Print Purchase Order" dialog box (FILE >> PRINT PURCHASE ORDER >> More Options >> Vendor Address and Field Adjustments).

POUDF

 

Other Parts of the Purchase Order Screen:

Menu Bar

Status Indicators

Purchase Order #  -  Vendor #  -  Drop Shipment

Vendor  -  Ship To  -  Zip Code

Phone - Email

Item Area: Quan  -  Your & Cat #   -  Item Description  -  Price  -  Disc & Disc Total

Item Area: Add, Place & Toggle Buttons

Inventory Mode Button

Closed - Purchase Order Code- Overall Discount - Less Discount

Terms - Taxable  -  Shipping Method  -  FOB  -  Shipping  -  Ordered By

User Fields

Purchase Order Screen Buttons: Navigation (VCR Buttons), Calculations, Help

Other Buttons: VC Center, Revised?