- Make account codes visible in Purchase Orders
- Procurify web app
- The steps provided below is the current option to make account codes appear in POs and will require manual entry.
- Only users with access to Customizations role will be able to set this up. Otherwise, please reach out to your domain's superuser(s) for assistance. Our support team can also provide the name(s) of your superusers.
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Adding Account Code fields in POa. Go to Settings > Customize Request for Order Form.
b. Select the orange New Custom Field button.
c. Enter the Field Name, toggle the switch if it's a mandatory field and select how you want
the Field Type to be.
d. Once done, still on the Settings page, select Customize Purchase Order Form.
e. Select the PO PDF Custom Fields, the last tab.
f. Choose if you want to display in the pdf file the custom field for Account Codes.
2. Creating a PO.
a. Upon selecting the items you wish to purchase, you will now see the Account Code
column along with the details of the request. This field will be populated upon submitting