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The Purchase Order Designer allows you to create unlimited Purchase Order formats.
  1. Select Projects.
  2. Click Purchase Order Form Designer.



Create New Template

 1. Click New.   

The Properties tree on the left-hand side lists all of the sections of the Purchase Order Custom Form that are available for your customization.


1.2.1 Details

  1. Enter *Name of your report template.  This Report Name will be displayed in the Purchase Order feature, when selecting which report format to use.
  2. Enter a Description (optional).
  3. Choose the page orientation for your Report; Portrait or Landscape.
  4. Choose how you wish Revision information to be displayed in your Report Form:
    1. Only show revision information when there's a revision:  When this option is selected, your Purchase Order will only display revised inform
    2. Always show revision information
    3. Never show revision information

1.2.2 Projects

The Purchase Order Forms that you design must be added to a Project or Project(s) to be available for selection when creating a Purchase Order.

  1. Click Projects in the Properties tree.
  2. Select the project(s) to add your custom Purchase Order form applies to.
  3. Click Save.

1.2.3 Page Header

Page Header allows you to choose the ‘header’ information that you would like to have appear at the top of each page of your Purchase Order Form. As you are creating your Purchase Order Form, you will notice some common functionality in most screens in the Designer:

  • Section Title.  Enter the Title you want for the Section.-         
  • Include in Form.  Each section has an option to include the Section data in your Form.
  • Include Section Title.  Each section has an option to include the Section Title in your Form.
  • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.

The data fields that can be selected for the Page Header are as follows. For each, enter the Field Label you wish to see for the data field in your Purchase Order form:

  • AFE#
  • Instructions
  • Logo
  • Page Numbers
  • Project Name
  • Purchase Order #
  • Purchase Order Type
  • Revision #
  • Revision Date

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

  • Label Text Align.  Left, Center or Right.
  • Label Width.
  • Label Margin Left and Right.
  • Value Text Align. Left, Center or Right.
  • Value Width.
  • Value Margin Left and Right.
  • Column #
  • Row #
     


After selecting your Field Labels and formatting, you can use the Layout Editor for a quick visual of how the information in the screen will be presented in the Purchase Order form.

  1. Click Layout Editor
    1. The fields selected will be presented in the Column and Row order defined.  You can then move these fields around and Save.  Your changes will be reflected in the Page Header configuration.
  2. Click OK or Cancel.

 

 

1.2.3 Summary Header

The fields in this section are shown on page 1 of the custom Purchase Order form.  It lists header information about the buyer (e.g. customer name and address), seller (e.g. vendor name and address) and project information.  

1)    Select the fields to show in the custom PO form.

  • Section Title.  Enter the Title you want for the Section.       
  • Include in Form.  Each section has an option to include the Section data in your Form.
  • Include Section Title.  Each section has an option to include the Section Title in your Form.
  • Page Break.  Select from None, Before, After or Before and After.  
  • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.

2)    Select the data fields that can be selected for the Page Header are as follows. For each, enter the Field Label you wish to see for the data field in your Purchase Order form:

  • Buyer
  • Project Location
  • Project Number
  • Project Title
  • Purchase Order Description
  • Seller
  • Seller Attention
  • Seller Email
  • Seller Phone

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

  • Label Text Align.  Left, Center or Right.
  • Label Width.
  • Label Margin Left and Right.
  • Value Text Align. Left, Center or Right.
  • Value Width.
  • Value Margin Left and Right.
  • Column #
  • Row #


 



1.2.4 Summary Shipping 

These shipping related fields are displayed on page 1 of the custom Purchase Order form.

Select the fields to show in the custom PO form.

  • Section Title.  Enter the Title you want for the Section.       
  • Include in Form.  Each section has an option to include the Section data in your Form.
  • Include Section Title.  Each section has an option to include the Section Title in your Form.
  • Page Break.  Select from None, Before, After or Before and After. 
  • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.

2)    Select the data fields that can be selected for the Page Header are as follows. For each, enter the Field Label you wish to see for the data field in your Purchase Order form:

  • Currency
  • Invoice Payment Terms
  • Invoice To
  • Ship Date
  • Ship To
  • Ship Via
  • Shipping Point
  • Shipping Terms or Incoterm Status

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

  • Label Text Align.  Left, Center or Right.
  • Label Width.
  • Label Margin Left and Right.
  • Value Text Align. Left, Center or Right.
  • Value Width.
  • Value Margin Left and Right.
  • Column #
  • Row #

  



1.2.4 Summary Issue Dates

These Date fields are displayed on page 1 of the custom Purchase Order form.

Select the fields to show in the custom PO form.

  • Section Title.  Enter the Title you want for the Section.       
  • Include in Form.  Each section has an option to include the Section data in your Form.
  • Include Section Title.  Each section has an option to include the Section Title in your Form.
  • Page Break.  Select from None, Before, After or Before and After. 
  • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.

2)    Select the data fields that can be selected for the Page Header are as follows. For each, enter the Field Label you wish to see for the data field in your Purchase Order form:

  • Initial Order Date
  • Issue Date
  • Required At Site Date
  • Vendor Drawing Due Date
  • RFQ Number

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

  • Label Text Align.  Left, Center or Right.
  • Label Width.
  • Label Margin Left and Right.
  • Value Text Align. Left, Center or Right.
  • Value Width.
  • Value Margin Left and Right.
  • Column #
  • Row #



1.2.4 Summary Communication

The Communication field appears on page 1 of the custom PO form and is intended to inform the PO reader who to contact / email / call on any question relating to the PO.  

Select the fields to show in the custom PO form.

  • Section Title.  Enter the Title you want for the Section.       
  • Include in Form.  Each section has an option to include the Section data in your Form.
  • Include Section Title.  Each section has an option to include the Section Title in your Form.
  • Page Break.  Select from None, Before, After or Before and After. 
  • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

  • Label Text Align.  Left, Center or Right.
  • Label Width.
  • Label Margin Left and Right.
  • Value Text Align. Left, Center or Right.
  • Value Width.
  • Value Margin Left and Right.
  • Column #
  • Row #



1.2.5. Summary Revision Totals

This section allows you to select which of the PO’s tax, total commitment, prior revision commitment, and value this revision to show on page 1 of the PO form.  Note:  When a PO is on revision # 0, the PO form will always only display the “Total Value” field, but when a PO is on revision # 1 or higher, the PO form will show the fields that have been selected in this section.

  1. Select the fields to show in the custom PO form.
    • Section Title.  Enter the Title you want for the Section.       
    • Include in Form.  Each section has an option to include the Section data in your Form.
    • Include Section Title.  Each section has an option to include the Section Title in your Form.
    • Page Break.  Select from None, Before, After or Before and After. 
    • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.
  1.  Select the data fields that can be selected for the Page Header are as follows. For each, enter the Field Label you wish to see for the data field in your Purchase Order form:
    • Tax Name
    • Tax Rate
    • Total Tax
    • Total Value
    • Total Value prior to this Revision
    • Total Value prior to this Revision w/Tax
    • Value this Revision

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

    • Label Text Align.  Left, Center or Right.
    • Label Width.
    • Label Margin Left and Right.
    • Value Text Align. Left, Center or Right.
    • Value Width.
    • Value Margin Left and Right.
    • Column #
    • Row #





1.2.5. Summary Signature

This section controls how many signatures to display on the first page of the custom Purchase order form.  Up to 4 signatures can be displayed and for each signature, the applicable fields to display must be selected.

By default, Only the buyer and seller signatures are enabled for display, but additional signatures can be added by selecting the signature 1 and 2 fields if/when needed.

  1. Select the fields to show in the custom PO form.
    • Section Title.  Enter the Title you want for the Section.       
    • Include in Form.  Each section has an option to include the Section data in your Form.
    • Include Section Title.  Each section has an option to include the Section Title in your Form.
    • Page Break.  Select from None, Before, After or Before and After. 
    • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.
  1.  Select the data fields that can be selected for the Summary - Signature section as follows. For each, enter the Field Label you wish to see for the data field in your Purchase Order form:
    • Additional Signature 1 Date Placeholder
    • Additional Signature 1 Name Placeholder
    • Additional Signature 1 Placeholder
    • Additional Signature 2 Date Placeholder
    • Additional Signature 2 Name Placeholder
    • Additional Signature 2 Placeholder
    • Buyer Date Placeholder
    • Buyer Header
    • Buyer Name
    • Buyer Name Placeholder
    • Buyer Signature Placeholder
    • Seller Date Placeholder
    • Seller Header
    • Seller Instructions
    • Seller Name
    • Seller Name Placeholder
    • Seller Signature Placeholder

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

    • Label Text Align.  Left, Center or Right.
    • Label Width.
    • Label Margin Left and Right.
    • Value Text Align. Left, Center or Right.
    • Value Width.
    • Value Margin Left and Right.
    • Column #
    • Row #




1.2.5. Summary Header (2nd Page)

This Header section will appear on the 2nd page of your PO Form. 

  1. Select the fields to show in the custom PO form.
    • Section Title.  Enter the Title you want for the Section.       
    • Include in Form.  Each section has an option to include the Section data in your Form.
    • Include Section Title.  Each section has an option to include the Section Title in your Form.
    • Page Break.  Select from None, Before, After or Before and After. 
    • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.
  1.  Select the data fields that can be selected for the Summary - Signature section as follows. For each, enter the Field Label you wish to see for the data field in your Purchase Order form:
    • Buyer
    • Project Location
    • Project Number
    • Project Title
    • Purchase Order Description
    • Seller
    • Seller Attention
    • Seller Email
    • Seller Phone

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

    • Label Text Align.  Left, Center or Right.
    • Label Width.
    • Label Margin Left and Right.
    • Value Text Align. Left, Center or Right.
    • Value Width.
    • Value Margin Left and Right.
    • Column #
    • Row #


1.2.5. Summary Introduction

The Introduction section appears on page 2 of the Purchase Order form. 

  1. Select the fields to show in the custom PO form.
    • Section Title.  Enter the Title you want for the Section.       
    • Include in Form.  Each section has an option to include the Section data in your Form.
    • Include Section Title.  Each section has an option to include the Section Title in your Form.
    • Page Break.  Select from None, Before, After or Before and After. 
    • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.
  1.  Select the data fields for the Purchase Order form. For each, enter the Field Label you wish to see for the data field in your form:
    • Introduction
    • Email
    • Seller Phone

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

    • Label Text Align.  Left, Center or Right.
    • Label Width.
    • Label Margin Left and Right.
    • Value Text Align. Left, Center or Right.
    • Value Width.
    • Value Margin Left and Right.
    • Column #
    • Row #





1.2.5. Summary Custom Properties

This section is where you can select which Purchase Order Custom Properties, or user defined fields (UDF), you wish to include in the custom PO form.  When a Custom Property is created in the Configuration > Manage Codes & Fields > Custom Properties > Purchase Order feature, that Custom Property also becomes available for selection in your custom PO form. 




  1. Select the fields to show in the custom PO form.
    • Section Title.  Enter the Title you want for the Section.       
    • Include in Form.  Each section has an option to include the Section data in your Form.
    • Include Section Title.  Each section has an option to include the Section Title in your Form.
    • Page Break.  Select from None, Before, After or Before and After. 
    • Margin Top, Right, Bottom and Left.  Enter the margins (in inches) that you wish to format for the Page Header.
  1.  Select the data fields for the Purchase Order form. For each, enter the Field Label you wish to see for the data field in your form:

After selecting which data fields you want to appear in your Page Header, you'll then define the formatting for both the Field Label as well as for the Value associated with the Field Label.  The Designer creates each page as a grid.  You will define the size of the Label, the Value associated with the Label, and where on the page the specific Field Label should be positioned (Column and Row).

    • Label Text Align.  Left, Center or Right.
    • Label Width.
    • Label Margin Left and Right.
    • Value Text Align. Left, Center or Right.
    • Value Width.
    • Value Margin Left and Right.
    • Column #
    • Row #













 

  

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