Goal:
- Editing PO field
- How do I edit the fields within a Purchase Order
The following article outlines how to edit the Custom Fields in a Purchase Order. In the Customize Purchase Order Form section, you are able to change the setting to customize the following fields:
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- Custom fields
- Disclaimer/Labels
- Shipping Terms
- Payment Terms
- Shipping Methods
- PO PDF Labels
- PO PDF Custom Fields
Steps:
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Select Settings and Customize Purchase Order Form under Customizations
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Locate the fields you need to edit. You can select the tabs located at the top of the screen to access additional Purchase Order fields.
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Select the pencil icon next to the field
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Make your edits. Changes will automatically save.
Additional Information:
- Users need Access to Settings and Customization to complete the following steps