Can you add the Supplier Part Number column to a Purchase Order template?

Robert HarveyRobert Harvey Member Posts: 3
edited January 2020 in Accounts Business Range
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!

Comments

  • Kellie CockerellKellie Cockerell Member Posts: 25
    edited July 2018
    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.
  • Robert HarveyRobert Harvey Member Posts: 3
    edited July 2018
    I worked it out myself! The answer is "Yes".

    The steps I used:
    1. Open a blank purchase order
    2. Click on customise -> Manage Templates
    3. 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!)
    4. Selected my test template and clicked OK
      The bit where I originally got stuck was I missed was the "Additional Customisation" button!
    5. Hit the Additional Customisation button
    6. Under the Columns tab - put a tick in the Screen and Print boxes for "Other 1" and give it the label "Supplier P/N".
    That was it really. Easy when you know how ...  Although I've yet to test if creating a PO from an existing quotation will bring the Supplier P/N across.
  • Robert HarveyRobert Harvey Member Posts: 3
    edited July 2018
    Hi Kellie! Yup ... That's what I missed! I didn't see your reply before I posted my own face-palm follow up! :)
  • Acctd4Acctd4 Accredited Partner Posts: 884 ✭✭✭
    edited September 2019
    Hi Robert

    There is actually already a designated default label for this - "Manufacturer's Part Number". 
    You will see this field when you create/view an Inventory or Non-Inventory Part Item (in the "Edit Item" screen)

    If you put the MPN in there, you can add this specific column "Man.Part Num" / "MPN" to your PO template & it will automatically display as per the data you've entered.

    Alternatively, use your Supplier's Part Number as your Item "Name". 
    I group my Items by Supplier using their Part Numbers.  This allows you to view/print all your Supplier's Items not just in the List but also in the Item field dropdown & even allows you to print a "Supplier Price List" 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    Reckon Accredited Partner (AP) Bookkeeper * Regd BAS Agent (No: 92314 015) *

    ICB-Certified Bookkeeper * Seasonal Tax Consultant since 2003

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    0422 886 003

    [email protected]

    https://www.accounted4bs.com/

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