Manage PO Fields (PO Line Item Screen)
  • 30 Jan 2024
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Manage PO Fields (PO Line Item Screen)

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Article Summary

Manage PO Fields (PO Details Screen)   

Purchase Orders: Manage Fields

Contract Insight allows System Administrators as well as users with the proper permissions to manage the fields for the Purchase Order Details screen (also called the Header Screen), the same as they would for a screen such as the Contract Details screen.

 Purchase Order Details Screen of a record


To manage the fields displayed on the Purchase Order Details screen

Navigate to Manage/SetupField ManagerManage Fields.

Manage Fields location from the Waffle Menu

 

Next, select the Purchase Order Header Screen option from the drop-down menu to display a list of all fields on the Purchase Order Details screen.

Select Purchase Order Header Screen as the table to edit

Fields are displayed that you can click Edit on to modify their values

 Page Actions on the side menu allow you to add new fields to the table

Please see the Create User-Defined/Custom Fields Wiki page for more information on how to create new User-defined fields.

Please see the Managing and Editing Fields Wiki page for more information on how to manage and edit fields for a screen.


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