How to Show the Account Codes on a PO

Goal:

• Make account codes visible in Purchase Orders

Steps:

1. Adding Account Code fields in PO

   a. 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

             the order.