You use user defined fields (UDFs) to gather additional information about a requisition or purchase order. Requisition/purchase order UDFs are the same for all requisitions and purchase orders. To learn how to set up a user defined field set, see Configure Custom Fields/User Designed Fields (UDFs).
To assign a user defined field set for purchase orders/requisitions:
- Click the Purchasing Configuration link from the Main Menu. The Purchasing Configuration screen opens.
- Select the General tab.
- Expand the Other section.
- Select the user defined field set to use from the Purchase Order Issue Type drop-down. Only UDF sets created in the Resource/Inventory/Purchasing Issue Types screen are available for selection.
- Click OK.
- Click the Purchase Orders link from the Main Menu. The Purchase Orders screen opens.
- Click the Edit Layout link in the lower right corner of the screen. The Edit Layout screen opens.
- Select the UDF you want available for the purchase order from the Available Fields section.
- Drag the UDF to the Layout Sections section of the screen and drop it in the desired location.
- Repeat steps 8 and 9 for each UDF you want available. Tip: Select the UDF set from the Group drop-down in the Available Fields section to view only the UDFs for that UDF set.
- Click OK. The selected UDFs are available on the Add/Edit Purchase Order screen.
- Repeat steps 6-11 to add user defined fields for Requisitions.
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