How To Customize PO Form l Application Settings l Asset Infinity

Customizing PO Form

Customizing PO Form 


Homepage > Application Settings > Purchase Order Settings 




Purchase Order Settings help the user define their default Purchase Order print and PO interface in the application.



Fill the form accordingly. The changes on the Purchase Order Settings page will be reflected in the Purchase Order print and PO interface. The below form opens up:

Conditions applicable on the Purchase Order: (Mark the checkbox given next to required condition) 


CHECKBOX 

DESCRIPTION 

Enable tax selection and calculation at line item level? 

If user marks on checkbox, then tax is shown line-wise otherwise tax is shown on total amount on purchase order form. 

Allow back date Purchase Orders? 

If user checks the checkbox, then in PO form, Purchase Order date can also accept back dates. Else it accepts current date. 

Allow future date Purchase Orders? 

If user checks on this checkbox, then in PO form, Purchase Order date can also accept future dates. Else it accepts current date. 

Enable Discount Calculation at Line Item Level? 

If user checks on checkbox, then discount is shown line wise, otherwise discount is shown on total amount on PO form. 

 Discount based on -% 

If user checks this checkbox, then discount will be deducted on percentage basis on PO form, otherwise it is on amount basis. 

Round Off on Total amount 

If user checked on this checkbox, then in PO form total amount shown is rounded off, otherwise it is not. 







FIELD NAME 

DESCRIPTION 

MANDATORY 

Default PO Number 

Auto generate PO number. 

Yes 

Header 

The value entered in Header field will be reflected on PO print.  

Yes 

Terms and Conditions 

User can add multiple terms and conditions to reflect on PO print and PO interface. 

Yes 

Vendor Fields 

All vendor main fields shown and the field checked by the user will show on Purchase Order print. 

No 

Payment Terms 

User can add multiple payment terms. 

Yes 

Upload Signature 

User can add multiple signatures based on selected authorized signatory from the Purchase Order interface. The user signature will be reflected on PO print. 

No