Can you add the Supplier Part Number column to a Purchase Order template?
Robert Harvey
Member Posts: 3 Novice Member
Admittedly I'm new to Reckon Accounts (Premier 2018 Desktop) but I've not had any luck searching Google or the Reckon website!
In the Quotation template (from Proposals & Estimates) the form includes the Supplier P/N column - which we hide when providing a statement so an additional question is can I remove that column from the quotation that goes to a customer? - but the purchase order form doesn't have that field and I have to manually add it to the description field for each item before sending the PO.
Is there a way to add the "Supplier P/N" to the form?
Maybe it's just me but it seems like the Purchases & Estimates form and the Purchase Order form need to be swapped for us!
In the Quotation template (from Proposals & Estimates) the form includes the Supplier P/N column - which we hide when providing a statement so an additional question is can I remove that column from the quotation that goes to a customer? - but the purchase order form doesn't have that field and I have to manually add it to the description field for each item before sending the PO.
Is there a way to add the "Supplier P/N" to the form?
Maybe it's just me but it seems like the Purchases & Estimates form and the Purchase Order form need to be swapped for us!
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Comments
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Hi have you been into the template for each form & had a look at additional customisation?
List - Templates - select which form your want - additional customisation - columns (man. part number on our system), click screen & print. Layout designer will allow you to change how it looks or move if overlapping each over.0 -
I worked it out myself! The answer is "Yes".
The steps I used:- Open a blank purchase order
- Click on customise -> Manage Templates
- Selected the default Purchase Order Template and made a copy called "test" (not creative I know, but it served it's purpose because I messed it up a couple of times!)
- Selected my test template and clicked OK
The bit where I originally got stuck was I missed was the "Additional Customisation" button! - Hit the Additional Customisation button
- Under the Columns tab - put a tick in the Screen and Print boxes for "Other 1" and give it the label "Supplier P/N".
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Hi Kellie! Yup ... That's what I missed! I didn't see your reply before I posted my own face-palm follow up!0
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Shaz Hughes Dip(Fin) ACQ NSW, MICB
*** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***
* Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *
Accounted 4 Bookkeeping Services
Ballajura, WA
(NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
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