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

Robert Harvey
Robert Harvey Member Posts: 3 Novice Member Novice Member
edited October 11 in Reckon Accounts (Desktop)
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 Cockerell
    Kellie Cockerell Member Posts: 25 Reckoner Reckoner
    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 Harvey
    Robert Harvey Member Posts: 3 Novice Member Novice Member
    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 Harvey
    Robert Harvey Member Posts: 3 Novice Member Novice Member
    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! :)
  • Acctd4
    Acctd4 Accredited Partner Posts: 3,820 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    edited September 2019

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

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    (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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