Purchase Order Templates
A purchase order template allows you to raise and track purchase orders for products and services.
The template contains fields necessary to collect details of the items to be purchased. You can also define and include additional fields to gather extra information.
Role Required: SDAdmin
Configure Purchase Order Templates
To create purchase order templates,
- Go to Setup > Templates & Forms > Purchase Order Template.
- Select the respective customer from the header.
- Click New Purchase Order Template.
- Provide a unique name and a brief description of the template.
- Click Save and Configure.
You will be directed to the Edit Purchase Order Template form.
The form contains multiple sections and fields. Each section contains a set of customizations. You can add new fields, mandate or hide or delete certain fields, and restrict certain fields from vendors.
Values cannot be populated for default and additional fields.
Properties of default mandatory fields cannot be modified.
Sections | Description |
Template Details | Captures basic details of the template. Click |
PO Details  | Captures necessary information to identify and track the purchase order. Click Hover over a field, click Hover over a field and click To include additional fields, drag an available/new field from the right panel into the canvas. To reorder fields, simply drag and drop the field to the required location. |
Vendor and Shipping Details  | Captures vendor details, shipping address, and billing address. In this section, you can set field properties only for the Billing Address field. Click You cannot modify other fields or include additional fields. |
Cost Details  | Captures cost details of the purchase order. Click Select Item Level Cost Center or Item Level GL Code to include cost center and GL code for all items in the purchase order. To modify the field properties, hover over a field: Click Click  to hide the field.Click  to delete the field. Deleted fields are moved to the Available Fields section in the right panel. You can add the deleted fields back to the canvas from the right panel.Include additional fields from the right panel. Expand the fields horizontally using the arrows provided along the vertical edges of fields. |
General Information  | Captures additional information related to the purchase order. Click  on the section, hover over a field:Click  to mandate the field.Click to hide certain fields.Click  to delete the field. Deleted fields are moved to the Available Fields section in the right panel. You can add the deleted fields back to the canvas from the right panel.To include additional fields, drag an available/new field from the right panel into the canvas. Expand the fields horizontally using the arrows provided along the vertical edges of fields. To reorder fields, simply drag the field to the required location. |
Attachments  | Captures attachments, place, and signing authority details of the purchase order. Click  on the section, hover over a field:Click  to mandate the field.Click to hide certain fields.Click  to delete the field.To include additional fields, drag the available/new fields from the right panel into the canvas. |
List View Actions
You can manage the purchase order templates from the list view page and perform the following actions:
- Edit/Delete/Copy/Enable/Disable Templates - Use the
icon to edit, delete, copy, enable, or disable a template. You can also use the Copy Template button on the toolbar to copy a template. - Mark Template as Default - Set the frequently used template as default template by clicking
icon next to the template name. - Search Templates - Use the
icon to search through templates based on a criteria. Add the criteria, value, and click Enter. After the results are displayed, you can add multiple search criteria using the 
icon or click on the existing criteria to edit it. - Customize List View - Limit the number of templates and define the sort order of the templates displayed in the list view using
icon . - Status: Enable or Disable a template using the status toggle.
You cannot delete or disable the default template.
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